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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
$809M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$18.9M
3
+$11.2M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$7.81M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.76M

Top Sells

1
+$18.9M
2
+$18.1M
3
+$17.7M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$13.8M
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$13.6M

Sector Composition

1 Consumer Discretionary 19.15%
2 Technology 1.16%
3 Healthcare 0.45%
4 Financials 0.14%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
51
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$1.32M 0.16%
23,186
VOO icon
52
Vanguard S&P 500 ETF
VOO
$972B
$1.2M 0.15%
2,013
+305
HD icon
53
Home Depot
HD
$328B
$937K 0.12%
2,848
-6,479
META icon
54
Meta Platforms (Facebook)
META
$1.45T
$898K 0.11%
+1,569
BX icon
55
Blackstone
BX
$149B
$701K 0.09%
+6,100
AVMC icon
56
Avantis US Mid Cap Equity ETF
AVMC
$410M
$620K 0.08%
8,588
+2,419
LLY icon
57
Eli Lilly
LLY
$1.04T
$552K 0.07%
600
-72
VEA icon
58
Vanguard FTSE Developed Markets ETF
VEA
$229B
$476K 0.06%
7,429
-2,409
ABBV icon
59
AbbVie
ABBV
$402B
$370K 0.05%
+1,700
LULU icon
60
lululemon athletica
LULU
$13.7B
$353K 0.04%
+2,305
PANW icon
61
Palo Alto Networks
PANW
$224B
$353K 0.04%
+2,200
AVDS icon
62
Avantis International Small Cap Equity ETF
AVDS
$306M
$348K 0.04%
4,838
+1,024
AVEE icon
63
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$120M
$347K 0.04%
5,463
+531
MU icon
64
Micron Technology
MU
$1.1T
$341K 0.04%
1,009
-26
NVDA icon
65
NVIDIA
NVDA
$4.97T
$326K 0.04%
1,869
-3,004
CRM icon
66
Salesforce
CRM
$133B
$299K 0.04%
+1,600
GSK icon
67
GSK
GSK
$106B
$270K 0.03%
4,900
XLV icon
68
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$268K 0.03%
+1,829
AIQ icon
69
Global X Artificial Intelligence & Technology ETF
AIQ
$10.4B
$256K 0.03%
5,478
+4
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.05T
$249K 0.03%
520
-1,198
XOM icon
71
Exxon Mobil
XOM
$609B
$234K 0.03%
+1,380
KMB icon
72
Kimberly-Clark
KMB
$33.7B
$223K 0.03%
+2,310
DFCF icon
73
Dimensional Core Fixed Income ETF
DFCF
$10.6B
$220K 0.03%
5,211
CRD.A icon
74
Crawford & Co Class A
CRD.A
$550M
$218K 0.03%
21,848
AVNV icon
75
Avantis All International Markets Value ETF
AVNV
$58.7M
– –
-9,507
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