We are live on ! Find out more
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
51
$1.75M 0.22%
67,881
+4,212
52
$1.68M 0.22%
+22,920
53
$1.46M 0.19%
+22,113
54
$1.24M 0.16%
+23,186
55
$1.05M 0.13%
+1,719
56
$953K 0.12%
14,603
+485
57
$849K 0.11%
+3,339
58
$847K 0.11%
3,000
-1,000
59
$737K 0.09%
16,574
+5,893
60
$681K 0.09%
4,430
+2,660
61
$665K 0.09%
+872
62
$556K 0.07%
4,510
-4,590
63
$549K 0.07%
1,100
-4,300
64
$549K 0.07%
9,428
65
$452K 0.06%
+7,545
66
$381K 0.05%
+9,730
67
$338K 0.04%
+1,900
68
$336K 0.04%
649
+129
69
$331K 0.04%
+1,773
70
$314K 0.04%
+3,050
71
$270K 0.03%
5,473
+6
72
$268K 0.03%
290
73
$234K 0.03%
21,848
74
$211K 0.03%
+4,900
75
– –
-5,100
1 2
3
4