BWIA
Bryant Woods Investment Advisors Portfolio holdings
AUM
$232M
This Quarter Return
+7.67%
1 Year Return
+12.06%
3 Year Return
+54.02%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+8.1%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
12.51%
Top 10 Holdings %
Top 10 Hldgs %
84.89%
Holding
46
New
3
Increased
13
Reduced
21
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$18M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7.52M |
| 3 |
Dimensional World Equity ETF
DFAW
|
$4.52M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.63M |
| 5 |
Amazon
AMZN
|
$256K |
Top Sells
Sector Composition
| 1 | Technology | 9.48% |
| 2 | Financials | 2.15% |
| 3 | Industrials | 1.26% |
| 4 | Materials | 1.12% |
| 5 | Consumer Discretionary | 1.11% |
