BMWM

Brown Miller Wealth Management Portfolio holdings

AUM $322M
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
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
SPDR Dow Jones REIT ETF
RWR
+$430K

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