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
76
$813K 0.23%
2,970
77
$807K 0.23%
23,603
78
$804K 0.23%
1,984
+3
79
$801K 0.23%
5,706
-2,389
80
$773K 0.22%
+12,431
81
$768K 0.22%
7,450
+486
82
$740K 0.21%
6,170
+250
83
$734K 0.21%
+6,061
84
$701K 0.2%
6,311
85
$700K 0.2%
10,600
86
$668K 0.19%
3,370
-90
87
$653K 0.19%
20,874
+15
88
$637K 0.18%
1,393
-48
89
$631K 0.18%
6,659
-204
90
$622K 0.18%
7,424
+3,060
91
$617K 0.17%
2,590
+15
92
$614K 0.17%
3,981
93
$602K 0.17%
980
+78
94
$593K 0.17%
2,450
+17
95
$588K 0.17%
1,696
96
$574K 0.16%
2,976
97
$570K 0.16%
2,194
-157
98
$568K 0.16%
4,953
+13
99
$567K 0.16%
2,295
-17
100
$562K 0.16%
4,539
+428
2 3
4
5 6