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
151
$345K 0.1%
5,643
-357
152
$344K 0.1%
3,195
153
$338K 0.1%
+1,378
154
$338K 0.1%
2,089
+190
155
$329K 0.09%
3,998
-440
156
$329K 0.09%
1,215
157
$327K 0.09%
4,339
+3
158
$322K 0.09%
3,141
159
$318K 0.09%
3,564
160
$317K 0.09%
464
+46
161
$317K 0.09%
7,042
+1,971
162
$313K 0.09%
7,450
-193
163
$306K 0.09%
2,868
164
$305K 0.09%
+1,557
165
$301K 0.09%
+3,666
166
$301K 0.09%
13,111
+358
167
$296K 0.08%
2,983
168
$274K 0.08%
911
+36
169
$273K 0.08%
5,409
170
$272K 0.08%
+807
171
$269K 0.08%
4,487
172
$255K 0.07%
1,456
+46
173
$254K 0.07%
1,221
-17
174
$253K 0.07%
1,931
-334
175
$247K 0.07%
404
5 6
7
8 9