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Home > Institutional Investor > Brown Miller Wealth Management, Llc > Profile

Instuitional Investor - Brown Miller Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Brown Miller Wealth Management, Llc
Portfolio Value $200,061
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 113,249 $21,804 10.89%
2.
Nvidia Corp
 NVDA 29,575 $14,646 7.32%
3.
Microsoft Corp
 MSFT 37,310 $14,030 7.01%
4.
Jpmorgan Chase & Co
 JPM 43,925 $7,472 3.73%
5.
American Tower Corp
 AMT 23,548 $5,084 2.54%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)