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
76
$375K 0.28%
+6,442
77
$372K 0.28%
+2,458
78
$371K 0.28%
+3,191
79
$353K 0.27%
+7,347
80
$350K 0.26%
+2,474
81
$350K 0.26%
+16,114
82
$339K 0.25%
+1,514
83
$320K 0.24%
+4,160
84
$315K 0.24%
+1,154
85
$300K 0.23%
+2,494
86
$298K 0.22%
+1,362
87
$298K 0.22%
+298
88
$283K 0.21%
+5,230
89
$282K 0.21%
+3,000
90
$277K 0.21%
+1,244
91
$272K 0.2%
+1,546
92
$265K 0.2%
+3,635
93
$262K 0.2%
+8,872
94
$261K 0.2%
+1,219
95
$258K 0.19%
+5,900
96
$258K 0.19%
+1,100
97
$258K 0.19%
+730
98
$248K 0.19%
+5,239
99
$244K 0.18%
+2,587
100
$230K 0.17%
+3,543
1 2 3
4
5