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
$292M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$97.3M
2 +$24.2M
3 +$14.6M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.72M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$6.31M

Top Sells

1 +$46.2M
2 +$32.4M
3 +$22.9M
4
MO icon
Altria Group
MO
+$16.9M
5
AMZN icon
Amazon
AMZN
+$15.2M

Sector Composition

1 Healthcare 39.11%
2 Technology 4.14%
3 Financials 1.54%
4 Energy 1.3%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-600
77
-370,000
78
-14,000
79
-4,400
80
-11,500