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
101
$224K 0.17%
+4,088
102
$222K 0.17%
+1,519
103
$203K 0.15%
+2,372
104
$201K 0.15%
+3,345
105
$185K 0.14%
+13,522
106
$124K 0.09%
+20,070