BDWCC

B&D White Capital Company Portfolio holdings

AUM $781M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.52M
3
+$4.22M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.51M
5
AAPL icon
Apple
AAPL
+$1.96M

Top Sells

1
+$10.3M
2
+$6.34M
3
+$3.43M
4
MCD icon
McDonald's
MCD
+$2.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M

Sector Composition

1 Industrials 35.29%
2 Healthcare 15.61%
3 Consumer Discretionary 5.37%
4 Technology 3.98%
5 Utilities 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
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