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
$241M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$391K
2 +$334K
3 +$318K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$236K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$226K

Top Sells

1 +$1.2M
2 +$508K
3 +$403K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$290K
5
NKE icon
Nike
NKE
+$212K

Sector Composition

1 Technology 38.78%
2 Financials 11.44%
3 Healthcare 9.55%
4 Consumer Discretionary 6.14%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,763