BWIA

Bryant Woods Investment Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 12.06%
This Quarter Est. Return
1 Year Est. Return
+12.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$17.3M
3
+$13.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$13.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.14%
2 Financials 1.77%
3 Industrials 1.5%
4 Real Estate 0.69%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$484K 0.38%
+6,664
27
$414K 0.32%
+2,400
28
$396K 0.31%
+1,176
29
$345K 0.27%
+340
30
$334K 0.26%
+1,951
31
$294K 0.23%
+1,609
32
$261K 0.2%
+3,225
33
– –
0
1
2