BDWCC

B&D White Capital Company Portfolio holdings

AUM $863M
1-Year Est. Return 15.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.3M
3
+$8.42M
4
AMZN icon
Amazon
AMZN
+$6.03M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$4.98M

Top Sells

1
+$78.8M
2
+$19.8M
3
+$6.62M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.21M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.96M

Sector Composition

1 Technology 28.79%
2 Consumer Discretionary 7.72%
3 Financials 1.56%
4 Healthcare 1.24%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
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