Instuitional Investor - Broadway Wealth Solutions, Inc.
Fund Profile
Filing Period:
| Fund Name: | Broadway Wealth Solutions, Inc. |
| Portfolio Value | $187,243,999 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 473,455 | $37,980,591 | 20.28% | |
| 2. | Victory Portfolios Ii | 520,018 | $26,437,712 | 14.12% | |
| 3. | Federated Hermes Etf Trust | 1,036,532 | $26,317,547 | 14.06% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 191,301 | $15,747,916 | 8.41% | |
| 5. | J P Morgan Exchange Traded F - INTL BD OPP ETF | 141,345 | $6,883,488 | 3.68% |
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