BMWM
Brown Miller Wealth Management Portfolio holdings
AUM
$353M
1-Year Est. Return
25.14%
1 Year Est. Return
+25.14%
AUM
$353M
AUM Growth
+$31M
(+9.6%)
Holding
208
Top Buys
| 1 | +$2.76M | |
| 2 | +$1.86M | |
| 3 | +$1.01M | |
| 4 |
Bitwise Bitcoin ETF
BITB
|
+$773K |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$734K |
Top Sells
| 1 | +$2.19M | |
| 2 | +$1.76M | |
| 3 | +$1.58M | |
| 4 |
Novo Nordisk
NVO
|
+$943K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Sprouts Farmers Market
SFM
$7.84B
| – | – |
-2,452
|
|
||
202
Invesco S&P 500 Low Volatility ETF
SPLV
$7.43B
| – | – |
-5,770
|
|
||
203
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.3B
| – | – |
-37,113
|
|
||
204
TransDigm Group
TDG
$73.4B
| – | – |
-242
|
|
||
205
Targa Resources
TRGP
$39.4B
| – | – |
-2,160
|
|
||
206
Unum
UNM
$12.4B
| – | – |
-3,399
|
|
||
|
207
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
| – | – |
-8,199
|
|
||
|
BWIN
208
Baldwin Insurance Group
BWIN
$1.6B
| – | – |
-5,226
|
|