BWM

BCGM Wealth Management Portfolio holdings

AUM $355M
1-Year Est. Return 12.49%
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$963K
2 +$586K
3 +$511K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$415K
5
NOC icon
Northrop Grumman
NOC
+$377K

Sector Composition

1 Financials 3.82%
2 Technology 2.81%
3 Healthcare 2.37%
4 Consumer Discretionary 1.98%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$132K 0.07%
32,000
102
-7,426