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
$290M
AUM Growth
-$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$18.5M
3 +$11.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$11.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$6.29M

Top Sells

1 +$99.5M
2 +$9.18M
3 +$7.93M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$5.25M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.45M

Sector Composition

1 Healthcare 29.77%
2 Technology 5.15%
3 Energy 4.17%
4 Industrials 2.41%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-237,440