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
101
$547K 0.16%
1,646
+6
102
$544K 0.15%
+8,705
103
$540K 0.15%
2,886
+9
104
$540K 0.15%
6,068
105
$538K 0.15%
10,607
+883
106
$537K 0.15%
5,765
107
$537K 0.15%
8,875
108
$534K 0.15%
1,503
109
$534K 0.15%
822
+76
110
$530K 0.15%
5,550
+59
111
$523K 0.15%
1,858
-170
112
$521K 0.15%
+4,320
113
$512K 0.15%
12,086
114
$510K 0.14%
9,458
115
$509K 0.14%
1,574
+137
116
$505K 0.14%
7,967
+14
117
$503K 0.14%
3,734
118
$499K 0.14%
298
119
$486K 0.14%
3,834
120
$479K 0.14%
8,600
121
$478K 0.14%
1,132
+111
122
$472K 0.13%
1,842
123
$469K 0.13%
5,865
124
$467K 0.13%
7,134
125
$466K 0.13%
4,136
+23
3 4
5
6 7