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
$261M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$564K
3
+$336K
4
TSLA icon
Tesla
TSLA
+$300K
5
AAPL icon
Apple
AAPL
+$285K

Top Sells

1
+$564K
2
+$460K
3
+$394K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$328K
5
CVS icon
CVS Health
CVS
+$303K

Sector Composition

1 Technology 39.19%
2 Financials 13.19%
3 Healthcare 8.7%
4 Consumer Discretionary 6.54%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 1.12%
20,242
+569
27
$2.87M 1.1%
16,130
-261
28
$2.83M 1.09%
24,476
-106
29
$2.77M 1.06%
12,578
-37
30
$2.52M 0.97%
7,000
+12
31
$2.48M 0.95%
56,228
+1,915
32
$2.37M 0.91%
5,227
33
$2.36M 0.91%
15,858
-13
34
$2.29M 0.88%
10,763
+153
35
$2.17M 0.83%
11,847
-305
36
$2.15M 0.83%
21,630
+622
37
$2.09M 0.8%
39,441
+426
38
$2.03M 0.78%
16,853
-745
39
$2M 0.77%
32,163
+1,631
40
$1.89M 0.72%
7,249
+389
41
$1.83M 0.7%
12,656
-641
42
$1.83M 0.7%
34,309
+1,208
43
$1.71M 0.65%
45,459
+397
44
$1.65M 0.63%
7,463
+373
45
$1.61M 0.62%
3,064
+144
46
$1.52M 0.58%
5,767
+152
47
$1.49M 0.57%
14,100
-527
48
$1.43M 0.55%
12,284
+582
49
$1.41M 0.54%
64,324
+824
50
$1.41M 0.54%
15,216
+2,601
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