BWIA
Bryant Woods Investment Advisors Portfolio holdings
AUM
$232M
1-Year Est. Return
12.06%
1 Year Est. Return
+12.06%
AUM
$232M
AUM Growth
+$23.7M
(+11%)
Holding
52
Top Buys
| 1 | +$2.33M | |
| 2 | +$1.93M | |
| 3 | +$1.33M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$987K |
| 5 |
Dimensional World Equity ETF
DFAW
|
+$733K |
Top Sells
| 1 | +$755K | |
| 2 | +$425K | |
| 3 | +$352K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$138K |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$109K |
Sector Composition
| 1 | Technology | 7.75% |
| 2 | Financials | 1.91% |
| 3 | Industrials | 1.13% |
| 4 | Consumer Discretionary | 0.85% |
| 5 | Materials | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
CrowdStrike
CRWD
$124B
| $207K | 0.09% |
+406
|
|
||
|
OBE
52
Obsidian Energy
OBE
$386M
| $56.1K | 0.02% |
10,100
|
|