BWIA
Bryant Woods Investment Advisors Portfolio holdings
AUM
$256M
1-Year Est. Return
13.86%
1 Year Est. Return
+13.86%
AUM
$256M
AUM Growth
+$24.1M
(+10%)
Holding
55
Top Buys
| 1 | +$1.14M | |
| 2 | +$943K | |
| 3 | +$891K | |
| 4 |
T. Rowe Price US Equity Research ETF
TSPA
|
+$643K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$499K |
Top Sells
| 1 | +$207K | |
| 2 | +$91.1K | |
| 3 | +$64.5K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$59.9K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$56K |
Sector Composition
| 1 | Technology | 8.44% |
| 2 | Financials | 1.74% |
| 3 | Industrials | 1.17% |
| 4 | Consumer Discretionary | 0.8% |
| 5 | Materials | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.9B
| $222K | 0.09% |
3,477
-10
|
|
||
52
Teledyne Technologies
TDY
$27.2B
| $215K | 0.08% |
+367
|
|
||
53
Pacer Trendpilot US Large Cap ETF
PTLC
$3.32B
| $204K | 0.08% |
+3,718
|
|
||
|
OBE
54
Obsidian Energy
OBE
$438M
| $66.1K | 0.03% |
10,100
|
|
||
55
CrowdStrike
CRWD
$113B
| – | – |
-406
|
|