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
$304M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$65.7M
2 +$26.2M
3 +$23.4M
4
AAPL icon
Apple
AAPL
+$7.86M
5
META icon
Meta Platforms (Facebook)
META
+$5.6M

Top Sells

1 +$14.1M
2 +$13.7M
3 +$9.66M
4
V icon
Visa
V
+$7.63M
5
WMT icon
Walmart Inc
WMT
+$7.12M

Sector Composition

1 Technology 33.91%
2 Communication Services 14.6%
3 Consumer Discretionary 2.42%
4 Healthcare 1.33%
5 Utilities 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,485
77
-10,625