BMWM

Brown Miller Wealth Management Portfolio holdings

AUM $352M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.78M
3
+$885K
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$774K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$706K

Top Sells

1
+$2.19M
2
+$1.65M
3
+$1.58M
4
NVO icon
Novo Nordisk
NVO
+$943K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$664K

Sector Composition

1 Technology 38.07%
2 Financials 13.14%
3 Healthcare 7.24%
4 Consumer Discretionary 5.81%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$466K 0.13%
12,525
+126
127
$465K 0.13%
2,420
-1,701
128
$464K 0.13%
2,516
129
$463K 0.13%
10,850
130
$462K 0.13%
2,535
-1,804
131
$461K 0.13%
7,446
132
$458K 0.13%
1,800
+141
133
$434K 0.12%
+526
134
$428K 0.12%
3,077
135
$418K 0.12%
8,657
+26
136
$398K 0.11%
3,225
137
$397K 0.11%
3,000
138
$397K 0.11%
+4,707
139
$384K 0.11%
1,307
+4
140
$382K 0.11%
+1,403
141
$381K 0.11%
1,919
142
$380K 0.11%
4,550
+12
143
$375K 0.11%
4,444
144
$373K 0.11%
3,243
145
$373K 0.11%
2,644
146
$370K 0.1%
5,039
147
$358K 0.1%
+5,338
148
$353K 0.1%
1,720
+163
149
$350K 0.1%
+4,155
150
$346K 0.1%
+673
4 5
6
7 8