BCWM

Ball & Co Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 18.46%
This Quarter Est. Return
1 Year Est. Return
+18.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M
2 +$14.6M
3 +$10.1M
4
CLOZ icon
Panagram BBB-B CLO ETF
CLOZ
+$10M
5
QTUM icon
Defiance Quantum ETF
QTUM
+$2.29M

Top Sells

1 +$14M
2 +$1.03M
3 +$395K
4
EWG icon
iShares MSCI Germany ETF
EWG
+$164K
5
INDA icon
iShares MSCI India ETF
INDA
+$163K

Sector Composition

1 Healthcare 3.69%
2 Technology 0.51%
3 Communication Services 0.37%
4 Consumer Discretionary 0.28%
5 Consumer Staples 0.28%