Instuitional Investor - Broadway Wealth Solutions, Inc.
Fund Profile
Filing Period:
| Fund Name: | Broadway Wealth Solutions, Inc. |
| Portfolio Value | $131,846,176 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 370,357 | $25,532,405 | 19.36% | |
| 2. | Victory Portfolios Ii | 384,580 | $19,305,934 | 14.64% | |
| 3. | Federated Hermes Etf Trust | 754,343 | $18,617,185 | 14.12% | |
| 4. | American Centy Etf Tr | 159,081 | $9,762,808 | 7.4% | |
| 5. | J P Morgan Exchange Traded F | 100,716 | $4,759,861 | 3.61% |
