BWM
BCGM Wealth Management Portfolio holdings
AUM
$355M
This Quarter Return
+4.14%
1 Year Return
+12.49%
3 Year Return
+45.19%
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$28.8M
(+15%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
9.94%
Top 10 Holdings %
Top 10 Hldgs %
47.27%
Holding
118
New
22
Increased
70
Reduced
12
Closed
2
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$5.69M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$2.61M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.15M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.65M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.62M |
Top Sells
Sector Composition
| 1 | Financials | 4.68% |
| 2 | Technology | 3.72% |
| 3 | Consumer Discretionary | 3.47% |
| 4 | Energy | 2.89% |
| 5 | Healthcare | 2.24% |
