BMWM

Brown Miller Wealth Management Portfolio holdings

AUM $353M
1-Year Est. Return 25.14%
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.58M
3
+$6.19M
4
VZ icon
Verizon
VZ
+$5.63M
5
JPM icon
JPMorgan Chase
JPM
+$5.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.49%
2 Healthcare 11.68%
3 Communication Services 10.66%
4 Financials 9.81%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$662K 0.5%
+3,084
52
$659K 0.49%
+3,362
53
$632K 0.47%
+9,251
54
$631K 0.47%
+2,970
55
$599K 0.45%
+4,243
56
$594K 0.45%
+3,695
57
$593K 0.45%
+1,660
58
$578K 0.43%
+3,887
59
$526K 0.39%
+11,164
60
$504K 0.38%
+1,339
61
$490K 0.37%
+25,015
62
$479K 0.36%
+7,501
63
$457K 0.34%
+6,324
64
$446K 0.33%
+13,763
65
$420K 0.32%
+2,605
66
$413K 0.31%
+1,534
67
$412K 0.31%
+7,811
68
$412K 0.31%
+1,551
69
$409K 0.31%
+16,752
70
$403K 0.3%
+7,805
71
$403K 0.3%
+5,425
72
$400K 0.3%
+4,330
73
$398K 0.3%
+1,458
74
$389K 0.29%
+4,440
75
$383K 0.29%
+5,290
1 2
3
4 5