BEW

Burton Enright Welch Portfolio holdings

AUM $710M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$710M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.57%
2 Healthcare 2.16%
3 Energy 1.83%
4 Financials 1.55%
5 Consumer Discretionary 1.15%