Instuitional Investor - Broadway Wealth Solutions, Inc.
Fund Profile
Filing Period:
| Fund Name: | Broadway Wealth Solutions, Inc. |
| Portfolio Value | $214,089,928 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | KRE | 515,783 | $45,327,001 | 21.17% | |
| 2. | UITB | 578,799 | $29,298,802 | 13.69% | |
| 3. | Federated Hermes Etf Trust - TOTA RETU BD ETF | 1,163,826 | $29,206,215 | 13.64% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 199,247 | $17,772,869 | 8.3% | |
| 5. | American Centy Etf Tr | 86,728 | $8,368,399 | 3.91% |