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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
$362M
AUM Growth
+$9.11M
(+2.6%)
Holding
205
Top Buys
| 1 | +$1.5M | |
| 2 | +$1.19M | |
| 3 | +$996K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$682K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$618K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$1.51M | |
| 3 | +$771K | |
| 4 |
Apple
AAPL
|
+$586K |
| 5 |
D-Wave Quantum
QBTS
|
+$403K |
Sector Composition
| 1 | Technology | 37.02% |
| 2 | Financials | 12.99% |
| 3 | Healthcare | 7.67% |
| 4 | Consumer Discretionary | 5.45% |
| 5 | Industrials | 5.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Comcast
CMCSA
$85.2B
| – | – |
-48,678
|
|
||
202
DoorDash
DASH
$67.8B
| – | – |
-1,403
|
|
||
203
United Parcel Service
UPS
$91.7B
| – | – |
-4,550
|
|
||
204
Vistra
VST
$49.3B
| – | – |
-1,557
|
|
||
|
JBTM
205
JBT Marel
JBTM
$6.44B
| – | – |
-1,439
|
|