BWIA

Bryant Woods Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 15.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.58M
3
+$1.53M
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$934K
5
BND icon
Vanguard Total Bond Market
BND
+$925K

Top Sells

1
+$258K
2
+$240K
3
+$227K
4
FDLO icon
Fidelity Low Volatility Factor ETF
FDLO
+$211K
5
AMZN icon
Amazon
AMZN
+$92.3K

Sector Composition

1 Technology 11.05%
2 Financials 2.06%
3 Industrials 1.17%
4 Consumer Discretionary 1.03%
5 Materials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,804
1 2
3