MWM
BRW

Modern Wealth Management’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Modern Wealth Management’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Buy
201,277
+20,794
+12% +$139K 0.02% 363
2025
Q4 		$1.27M Buy
180,483
+19,031
+12% +$138K 0.02% 361
2025
Q3 		$1.25M Buy
161,452
+2,197
+1% +$18.1K 0.02% 347
2025
Q2 		$1.28M Buy
159,255
+128,530
+418% +$977K 0.03% 327
2025
Q1 		$238K Buy
30,725
+5,725
+23% +$44.7K 0.01% 594
2024
Q4 		$191K Buy
+25,000
New +$190K 0.01% 556

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RCM
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PCM
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TJHA
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AIA
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Envestnet Asset Management
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BBPWM
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Invesco
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CL
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