BWIA
Bryant Woods Investment Advisors Portfolio holdings
AUM
$232M
This Quarter Return
+8.49%
1 Year Return
+12.06%
3 Year Return
+54.02%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.97%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$20.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$17.3M |
| 3 |
Fidelity Low Volatility Factor ETF
FDLO
|
$13.6M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$13.1M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$10.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.14% |
| 2 | Financials | 1.77% |
| 3 | Industrials | 1.5% |
| 4 | Real Estate | 0.69% |
| 5 | Consumer Discretionary | 0.57% |
