BMWM

Brown Miller Wealth Management Portfolio holdings

AUM $322M
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$552K
3
+$545K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$494K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$459K

Top Sells

1
+$629K
2
+$578K
3
+$478K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$416K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250K

Sector Composition

1 Technology 30.91%
2 Healthcare 11.01%
3 Financials 10.18%
4 Communication Services 9.37%
5 Consumer Discretionary 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.17%
8,189
+2,447
27
$1.79M 1.14%
24,455
-134
28
$1.78M 1.14%
22,952
-954
29
$1.61M 1.03%
5,462
+245
30
$1.42M 0.9%
6,171
+2,155
31
$1.34M 0.86%
23,531
+1,051
32
$1.29M 0.82%
8,109
+437
33
$1.27M 0.81%
15,434
+1,347
34
$1.21M 0.77%
23,463
+3,004
35
$1.2M 0.77%
11,498
-152
36
$1.19M 0.76%
4,895
+179
37
$1.19M 0.76%
2,772
+156
38
$1.19M 0.76%
18,783
-1,142
39
$1.18M 0.76%
21,070
-70
40
$1.18M 0.75%
4,527
+220
41
$1.16M 0.74%
59,244
-43
42
$1.12M 0.72%
5,396
-73
43
$1.08M 0.69%
9,126
+546
44
$994K 0.64%
3,579
-39
45
$989K 0.63%
18,415
+4,055
46
$922K 0.59%
12,542
+16
47
$917K 0.59%
3,865
+905
48
$900K 0.57%
3,783
-427
49
$878K 0.56%
8,863
+21
50
$823K 0.53%
6,860
+291
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