BMWM
Brown Miller Wealth Management Portfolio holdings
AUM
$322M
This Quarter Return
+6.6%
1 Year Return
+21.33%
3 Year Return
+101.8%
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$257M
(+6.9%)
Cap. Flow
+$5.32M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
44.75%
Holding
133
New
11
Increased
67
Reduced
25
Closed
6
Top Buys
| 1 |
Broadcom
AVGO
|
$2.65M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$857K |
| 3 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$755K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$600K |
| 5 |
Fidelity High Dividend ETF
FDVV
|
$476K |
Top Sells
Sector Composition
| 1 | Technology | 37.47% |
| 2 | Financials | 12.14% |
| 3 | Healthcare | 9.78% |
| 4 | Consumer Discretionary | 6.69% |
| 5 | Communication Services | 4.65% |
