BWM
Brown Wealth Management Portfolio holdings
AUM
$322M
This Quarter Return
+9.66%
1 Year Return
+10.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(+7.6%)
Cap. Flow
-$1.33M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
57.33%
Holding
92
New
9
Increased
24
Reduced
38
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 2.13% |
| 2 | Technology | 1.02% |
| 3 | Communication Services | 0.4% |
| 4 | Consumer Discretionary | 0.34% |
| 5 | Financials | 0.2% |
