BWM
BCGM Wealth Management Portfolio holdings
AUM
$355M
1-Year Return
12.49%
This Quarter Return
+7.23%
1 Year Return
+12.49%
3 Year Return
+45.19%
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
+$6.46M
(+3.6%)
Cap. Flow
+$4.08M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
52.98%
Holding
109
New
8
Increased
58
Reduced
21
Closed
2
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.31M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.21M |
| 3 |
Apple
AAPL
|
$1.56M |
| 4 |
First Merchants
FRME
|
$990K |
| 5 |
Nike
NKE
|
$400K |
Top Sells
Sector Composition
| 1 | Financials | 4.47% |
| 2 | Technology | 3.64% |
| 3 | Healthcare | 2.5% |
| 4 | Consumer Discretionary | 2.47% |
| 5 | Consumer Staples | 1.9% |
