BWM
Brown Wealth Management Portfolio holdings
AUM
$322M
This Quarter Return
+2.95%
1 Year Return
+10.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.66%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$23.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$19.5M |
| 3 |
Vanguard Total Bond Market
BND
|
$16.6M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$8.44M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$7.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.64% |
| 2 | Technology | 1.33% |
| 3 | Consumer Discretionary | 0.45% |
| 4 | Communication Services | 0.38% |
| 5 | Financials | 0.26% |
