BWM
BCGM Wealth Management Portfolio holdings
AUM
$355M
1-Year Est. Return
12.49%
1 Year Est. Return
+12.49%
AUM
$325M
AUM Growth
+$10.2M
(+3.2%)
Holding
158
Top Buys
| 1 | +$5.6M | |
| 2 | +$4.85M | |
| 3 | +$2.87M | |
| 4 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$2.65M |
| 5 |
JPMorgan Active Value ETF
JAVA
|
+$2.58M |
Top Sells
| 1 | +$4.33M | |
| 2 | +$2.99M | |
| 3 | +$2.61M | |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$2.49M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$962K |
Sector Composition
| 1 | Financials | 4.06% |
| 2 | Consumer Staples | 3.14% |
| 3 | Technology | 3.04% |
| 4 | Consumer Discretionary | 2.86% |
| 5 | Energy | 2.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Uber
UBER
$191B
| $213K | 0.07% |
+2,919
|
|
||
152
McKesson
MCK
$105B
| $202K | 0.06% |
+300
|
|
||
153
Blink Charging
BLNK
$182M
| $9.21K | ﹤0.01% |
10,035
+35
|
|
||
154
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.27B
| – | – |
-16,327
|
|
||
155
TJX Companies
TJX
$161B
| – | – |
-1,740
|
|
||
156
Vanguard Small-Cap ETF
VB
$67B
| – | – |
-1,006
|
|
||
157
FT Vest US Equity Buffer ETF February
FFEB
$1.12B
| – | – |
-5,000
|
|
||
158
Global X US Infrastructure Development ETF
PAVE
$9.61B
| – | – |
-18,205
|
|