BWM

Brown Wealth Management Portfolio holdings

AUM $322M
1-Year Est. Return 10.53%
This Quarter Est. Return
1 Year Est. Return
+10.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.81M
3
+$6.76M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.34M
5
MLN icon
VanEck Long Muni ETF
MLN
+$5.23M

Top Sells

1
+$4.57M
2
+$3.43M
3
+$3.16M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.08M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$2.8M

Sector Composition

1 Healthcare 1.64%
2 Technology 0.95%
3 Consumer Discretionary 0.33%
4 Communication Services 0.31%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,425
102
– –
-32,827
1 2 3 4
5