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
$289M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.5M
3
+$1.37M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.33M
5
LMT icon
Lockheed Martin
LMT
+$893K

Top Sells

1
+$3.29M
2
+$2.11M
3
+$1.35M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$929K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$795K

Sector Composition

1 Technology 33.23%
2 Financials 14.63%
3 Healthcare 8.97%
4 Consumer Discretionary 6.31%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.51%
23,707
-2,753
52
$1.41M 0.49%
3,160
+2,000
53
$1.37M 0.47%
+14,976
54
$1.33M 0.46%
+32,743
55
$1.29M 0.45%
34,369
+16,843
56
$1.26M 0.44%
8,415
+3,780
57
$1.24M 0.43%
7,503
-12,739
58
$1.08M 0.37%
7,729
+251
59
$1.08M 0.37%
27,804
+11,052
60
$1.02M 0.35%
22,430
+752
61
$971K 0.34%
5,008
-817
62
$962K 0.33%
3,078
+174
63
$944K 0.33%
998
+126
64
$921K 0.32%
17,795
+2,506
65
$902K 0.31%
5,220
66
$901K 0.31%
6,165
+67
67
$898K 0.31%
5,750
+2,696
68
$870K 0.3%
+114,467
69
$860K 0.3%
2,319
70
$855K 0.3%
14,964
+2,585
71
$791K 0.27%
11,394
+3,178
72
$784K 0.27%
2,961
73
$778K 0.27%
6,939
+3,833
74
$777K 0.27%
27,244
+15,900
75
$739K 0.26%
2,015
+1,279
1 2
3
4 5