Broadway Wealth Solutions, Inc. Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Broadway Wealth Solutions, Inc. with $178.3M in long positions as of Q3 2025, 77% allocated to ETF, and 74% concentrated in top 10 positions.
- Portfolio Value
- $178.3M
- Top 10 Concentration
- 74%
- Top Sector
- ETF (77%)
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
41 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
No market cap data available
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 2.6 quarters
- Avg. Top 20
- 2.6 quarters
- Avg. All Positions
- 2.6 quarters
- Median Holding Period
- 3 quarters
- Longest Held
Avantis Emerging Markets Equity ETFAVEM - 3 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.15%
- Avg. Position Weight
- 1.04%
- Largest Position
SPDR Portfolio S&P 500 ETFSPLG - 20.48%- Largest Ownership Stake
Fortune Brands Innovations, Inc.FBIN - 0.00%- Avg. Ownership Stake
- 0.000%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2024)
- Avg. New Position
- 0.99%
- Avg. Ownership Stake
- 0.000%
- Largest Position
- SPDR Portfolio S&P 500 ETFSPLG - 20.48% (Q3 2025)
- Largest Ownership Stake
USA COMPRESSION PARTNERS LPUSAC - 0.01% (Q2 2025)
Portfolio Turnover
No data available