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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
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