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
$159M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$500K
3
+$469K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$459K
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$430K

Top Sells

1
+$1.03M
2
+$598K
3
+$511K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$468K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$466K

Sector Composition

1 Technology 31.02%
2 Healthcare 11.09%
3 Financials 10.74%
4 Communication Services 9.21%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,427
127
– –
-3,536
128
– –
-4,235
2 3 4 5
6