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
76
$582K 0.22%
3,054
-72
77
$580K 0.22%
298
78
$571K 0.22%
6,317
-127
79
$564K 0.22%
+1,160
80
$554K 0.21%
10,600
-298
81
$534K 0.2%
10,604
-1,391
82
$493K 0.19%
3,390
+131
83
$456K 0.17%
12,148
+121
84
$454K 0.17%
9,100
-300
85
$407K 0.16%
2,868
86
$381K 0.15%
1,303
87
$367K 0.14%
6,780
-281
88
$339K 0.13%
4,438
89
$322K 0.12%
5,973
+13
90
$321K 0.12%
1,421
+400
91
$319K 0.12%
5,118
+2,071
92
$318K 0.12%
3,243
93
$311K 0.12%
11,344
+781
94
$310K 0.12%
3,000
95
$310K 0.12%
4,329
96
$307K 0.12%
1,322
-1,059
97
$305K 0.12%
2,462
98
$303K 0.12%
2,817
-128
99
$300K 0.11%
+742
100
$292K 0.11%
1,214
+60
2 3
4
5 6