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
$594M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$11.4M
3
+$9.66M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.73M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$7.57M

Top Sells

1
+$16.9M
2
+$13.4M
3
+$12.9M
4
MRK icon
Merck
MRK
+$11.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.4M

Sector Composition

1 Communication Services 13.05%
2 Technology 2.17%
3 Consumer Staples 2.07%
4 Financials 0.72%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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