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BDWCC

B&D White Capital Company Portfolio holdings

AUM $809M
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$781M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$21M
3
+$20.5M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$19.9M
5
VUG icon
Vanguard Growth ETF
VUG
+$14.3M

Top Sells

1
+$17.5M
2
+$16.3M
3
+$10.8M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$9.66M

Sector Composition

1 Consumer Discretionary 17.51%
2 Financials 2.97%
3 Technology 1.48%
4 Industrials 1.24%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.68M 1.11%
97,441
-6,221
27
$8.45M 1.08%
115,020
-42
28
$8.38M 1.07%
141,569
+110,968
29
$7.99M 1.02%
106,413
-1,841
30
$7.72M 0.99%
106,891
+25,863
31
$5.61M 0.72%
133,243
+4,361
32
$4.75M 0.61%
53,280
+2,045
33
$4.55M 0.58%
27,369
+23,769
34
$4.18M 0.53%
130,199
+56
35
$4.13M 0.53%
8,224
-299
36
$3.77M 0.48%
45,161
+22,615
37
$3.71M 0.47%
51,677
+1,577
38
$3.6M 0.46%
51,228
+25,530
39
$3.28M 0.42%
12,895
-6,900
40
$3.07M 0.39%
+12,950
41
$3.02M 0.39%
+73,563
42
$2.69M 0.35%
57,060
+1,656
43
$2.56M 0.33%
11,147
44
$2.51M 0.32%
25,196
+4,717
45
$2.48M 0.32%
+12,020
46
$2.38M 0.3%
9,776
-28,396
47
$2.38M 0.3%
23,375
+604
48
$2.31M 0.3%
+24,691
49
$2.29M 0.29%
+28,594
50
$1.95M 0.25%
2,922
+5
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