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
$157M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$552K
3
+$545K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$494K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$459K

Top Sells

1
+$629K
2
+$578K
3
+$478K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$416K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250K

Sector Composition

1 Technology 30.91%
2 Healthcare 11.01%
3 Financials 10.18%
4 Communication Services 9.37%
5 Consumer Discretionary 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$438K 0.28%
1,374
+1
77
$435K 0.28%
16,752
78
$434K 0.28%
2,696
+32
79
$428K 0.27%
5,130
-384
80
$426K 0.27%
1,078
-331
81
$409K 0.26%
5,293
-132
82
$387K 0.25%
1,347
-11
83
$383K 0.24%
10,514
-3,359
84
$382K 0.24%
2,474
85
$381K 0.24%
2,136
+637
86
$371K 0.24%
4,869
+960
87
$358K 0.23%
4,330
88
$351K 0.22%
7,485
+54
89
$345K 0.22%
3,555
+5
90
$345K 0.22%
1,478
91
$342K 0.22%
298
-1
92
$329K 0.21%
1,132
93
$328K 0.21%
2,620
-2,000
94
$315K 0.2%
1,587
+5
95
$299K 0.19%
3,635
96
$293K 0.19%
6,150
+10
97
$291K 0.19%
1,218
98
$291K 0.19%
730
99
$283K 0.18%
537
100
$281K 0.18%
3,000
1 2 3
4
5