BWIA
Bryant Woods Investment Advisors Portfolio holdings
AUM
$232M
This Quarter Return
+8.53%
1 Year Return
+12.06%
3 Year Return
+54.02%
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
+$232M
(+11%)
Cap. Flow
+$7.38M
Cap. Flow
% of AUM
3.19%
Top 10 Holdings %
Top 10 Hldgs %
81.45%
Holding
52
New
3
Increased
22
Reduced
15
Closed
–
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
CrowdStrike
CRWD
$104B
| $207K | 0.09% |
+406
| New | +$207K |
|
|
OBE
52
Obsidian Energy
OBE
$416M
| $56.1K | 0.02% |
10,100
| – | – |
|