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
51
$1.4M 0.54%
11,088
+172
52
$1.38M 0.53%
26,460
+771
53
$1.29M 0.49%
7,478
-211
54
$1.14M 0.44%
5,825
+718
55
$952K 0.37%
2,319
56
$942K 0.36%
6,098
+450
57
$884K 0.34%
5,220
58
$867K 0.33%
21,678
+177
59
$862K 0.33%
15,289
+1,552
60
$842K 0.32%
2,904
+2
61
$800K 0.31%
872
-15
62
$795K 0.31%
9,283
+1,385
63
$755K 0.29%
3,290
-180
64
$751K 0.29%
2,961
65
$712K 0.27%
12,379
+2,303
66
$707K 0.27%
8,216
+3,908
67
$705K 0.27%
4,635
-1,111
68
$705K 0.27%
+17,526
69
$694K 0.27%
18,666
+674
70
$690K 0.26%
23,603
71
$679K 0.26%
2,970
72
$678K 0.26%
9,102
+356
73
$653K 0.25%
20,830
+15
74
$602K 0.23%
16,752
75
$597K 0.23%
1,410
-3
1 2
3
4 5