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
51
$1.57M 0.44%
3,138
+10
52
$1.51M 0.43%
48,678
+697
53
$1.49M 0.42%
6,628
+191
54
$1.44M 0.41%
9,837
+538
55
$1.43M 0.41%
15,789
-233
56
$1.42M 0.4%
8,319
+267
57
$1.39M 0.4%
24,241
+5,594
58
$1.36M 0.39%
27,804
59
$1.35M 0.38%
34,369
60
$1.27M 0.36%
5,198
-726
61
$1.2M 0.34%
13,099
+985
62
$1.19M 0.34%
20,790
+4,907
63
$1.18M 0.33%
14,784
+870
64
$1.09M 0.31%
15,518
+657
65
$1.03M 0.29%
5,535
+315
66
$1.03M 0.29%
23,380
+192
67
$1.01M 0.29%
4,682
-385
68
$963K 0.27%
50,547
+23,067
69
$938K 0.27%
3,087
+7
70
$910K 0.26%
16,444
+768
71
$899K 0.25%
971
-275
72
$895K 0.25%
4,826
-2,769
73
$859K 0.24%
30,340
+2,072
74
$820K 0.23%
18,666
75
$815K 0.23%
8,090
+562
1 2
3
4 5