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
$169M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$1.38M
3 +$817K
4
ACGL icon
Arch Capital
ACGL
+$522K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$401K

Sector Composition

1 Technology 31.14%
2 Healthcare 12.26%
3 Financials 10.54%
4 Communication Services 7.55%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,533
127
-14,479
128
-7,758
129
-5,278
130
-7,702
131
-5,837