Instuitional Investor - Broadway Wealth Solutions, Inc.

Fund Profile
Filing Period:
Fund Name: Broadway Wealth Solutions, Inc.
Portfolio Value $214,089,928
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%