BWM
BCGM Wealth Management Portfolio holdings
AUM
$355M
This Quarter Return
-2.61%
1 Year Return
+12.49%
3 Year Return
+45.19%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-1.1%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
8.92%
Top 10 Holdings %
Top 10 Hldgs %
50.55%
Holding
119
New
12
Increased
58
Reduced
23
Closed
13
Top Buys
Top Sells
| 1 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$8.86M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$2.52M |
| 3 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
$2.26M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$711K |
| 5 |
Dominion Energy
D
|
$517K |
Sector Composition
| 1 | Financials | 4.36% |
| 2 | Technology | 2.92% |
| 3 | Healthcare | 2.62% |
| 4 | Energy | 2.61% |
| 5 | Consumer Discretionary | 2.5% |
