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
$147M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$1.72M
2 +$522K
3 +$443K
4
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$422K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$319K

Sector Composition

1 Technology 28.57%
2 Healthcare 13.31%
3 Financials 9.78%
4 Communication Services 8.37%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,440
127
-483
128
-1,392