BMWM

Brown Miller Wealth Management Portfolio holdings

AUM $352M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.78M
3
+$885K
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$774K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$706K

Top Sells

1
+$2.19M
2
+$1.65M
3
+$1.58M
4
NVO icon
Novo Nordisk
NVO
+$943K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$664K

Sector Composition

1 Technology 38.07%
2 Financials 13.14%
3 Healthcare 7.24%
4 Consumer Discretionary 5.81%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 0.93%
13,421
+179
27
$3.02M 0.86%
8,860
+58
28
$3.02M 0.86%
3,954
+3,620
29
$2.85M 0.81%
5,670
+13
30
$2.73M 0.77%
7,389
-27
31
$2.73M 0.77%
50,322
+540
32
$2.72M 0.77%
41,653
+1,817
33
$2.66M 0.76%
15,816
+198
34
$2.59M 0.74%
10,518
+1,529
35
$2.55M 0.72%
16,391
+44
36
$2.47M 0.7%
14,820
-306
37
$2.4M 0.68%
14,824
+34
38
$2.37M 0.67%
16,042
+287
39
$2.33M 0.66%
38,541
+1,474
40
$2.33M 0.66%
40,947
+426
41
$2.29M 0.65%
4,034
+66
42
$2.14M 0.61%
18,711
+1,087
43
$2.13M 0.6%
86,267
44
$1.93M 0.55%
22,999
+263
45
$1.87M 0.53%
24,463
+710
46
$1.86M 0.53%
2,786
-23
47
$1.86M 0.53%
25,292
+64
48
$1.86M 0.53%
+25,230
49
$1.76M 0.5%
16,786
+933
50
$1.7M 0.48%
83,430
+2,407
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