BWIA
Bryant Woods Investment Advisors Portfolio holdings
AUM
$258M
1-Year Est. Return
15.01%
This Fund
S&P 500
1 Year Est. Return
+15.01%
AUM
$258M
AUM Growth
+$2.28M
(+0.89%)
Holding
55
Top Buys
| 1 | +$1.01M | |
| 2 | +$912K | |
| 3 | +$432K | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$380K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$199K |
Top Sells
| 1 | +$2.16M | |
| 2 | +$928K | |
| 3 | +$329K | |
| 4 |
Extra Space Storage
EXR
|
+$273K |
| 5 |
Meta Platforms (Facebook)
META
|
+$226K |
Sector Composition
| 1 | Technology | 8.4% |
| 2 | Financials | 1.78% |
| 3 | Industrials | 1.17% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Materials | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Extra Space Storage
EXR
$31B
| – | – |
-1,936
|
|
||
|
52
Meta Platforms (Facebook)
META
$1.63T
| – | – |
-307
|
|
||
53
Marathon Petroleum
MPC
$65.2B
| – | – |
-1,164
|
|
||
|
OBE
54
Obsidian Energy
OBE
$573M
| – | – |
-10,100
|
|
||
55
Teledyne Technologies
TDY
$30B
| – | – |
-367
|
|