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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
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
176
$235K 0.07%
2,781
177
$230K 0.07%
2,060
178
$229K 0.07%
1,141
179
$228K 0.06%
778
180
$228K 0.06%
964
+2
181
$226K 0.06%
+6,741
182
$224K 0.06%
5,084
183
$223K 0.06%
8,981
184
$219K 0.06%
2,320
185
$218K 0.06%
2,302
+15
186
$212K 0.06%
5,176
-780
187
$212K 0.06%
+3,377
188
$207K 0.06%
+1,500
189
$206K 0.06%
2,822
190
$202K 0.06%
+1,439
191
$198K 0.06%
12,149
-173
192
– –
-1,307
193
– –
-7,844
194
– –
-660
195
– –
-13,658
196
– –
-2,452
197
– –
-11,137
198
– –
-4,836
199
– –
-4,054
200
– –
-285
5 6 7
8
9