BWM
BCGM Wealth Management Portfolio holdings
AUM
$355M
1-Year Return
12.49%
This Quarter Return
+7.79%
1 Year Return
+12.49%
3 Year Return
+45.19%
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
+$5.41M
(+2.7%)
Cap. Flow
+$1.72M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
47.83%
Holding
113
New
4
Increased
45
Reduced
36
Closed
5
Top Buys
Top Sells
| 1 |
Innovator US Equity Ultra Buffer ETF January
UJAN
|
$4.29M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$337K |
| 3 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$259K |
| 4 |
Tesla
TSLA
|
$241K |
| 5 |
Principal Financial Group
PFG
|
$203K |
Sector Composition
| 1 | Financials | 4.74% |
| 2 | Energy | 2.93% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Technology | 2.69% |
| 5 | Industrials | 2.42% |
