BWM

BCGM Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$2.62M
3
+$1.16M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.15M
5
HII icon
Huntington Ingalls Industries
HII
+$1.13M

Top Sells

1
+$6.58M
2
+$2.85M
3
+$1.07M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$672K
5
JPM icon
JPMorgan Chase
JPM
+$607K

Sector Composition

1 Financials 3.98%
2 Consumer Discretionary 3.69%
3 Technology 3.36%
4 Consumer Staples 2.81%
5 Energy 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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160
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161
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3 4 5 6
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