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BMWM
Brown Miller Wealth Management Portfolio holdings
AUM
$352M
1-Year Est. Return
24.89%
This Fund
S&P 500
1 Year Est. Return
+24.89%
AUM
$352M
AUM Growth
-$10.1M
(-2.8%)
Holding
205
Top Buys
| 1 | +$1.18M | |
| 2 | +$1.04M | |
| 3 | +$980K | |
| 4 |
Trane Technologies
TT
|
+$927K |
| 5 |
Capital Group International Focus Equity ETF
CGXU
|
+$905K |
Top Sells
| 1 | +$2.96M | |
| 2 | +$1.21M | |
| 3 | +$775K | |
| 4 |
NVIDIA
NVDA
|
+$741K |
| 5 |
Cisco
CSCO
|
+$522K |
Sector Composition
| 1 | Technology | 33.91% |
| 2 | Financials | 12.31% |
| 3 | Healthcare | 7.73% |
| 4 | Industrials | 6.57% |
| 5 | Communication Services | 5.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Houlihan Lokey
HLI
$9.74B
| – | – |
-1,761
|
|
||
202
State Street SPDR S&P International Dividend ETF
DWX
$508M
| – | – |
-10,850
|
|
||
203
iShares Russell 1000 Value ETF
IWD
$75.4B
| – | – |
-5,769
|
|
||
204
NRG Energy
NRG
$27.4B
| – | – |
-2,148
|
|
||
205
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
| – | – |
-9,458
|
|