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
$200M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$3.34M
2 +$630K
3 +$362K
4
SNOW icon
Snowflake
SNOW
+$351K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$320K

Top Sells

1 +$1.31M
2 +$1.1M
3 +$1.03M
4
DIS icon
Walt Disney
DIS
+$573K
5
VZ icon
Verizon
VZ
+$570K

Sector Composition

1 Technology 33.15%
2 Financials 11.54%
3 Healthcare 10.81%
4 Consumer Discretionary 6.48%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,832
127
-7,032
128
-7,150
129
-1,728