BWM
BCGM Wealth Management Portfolio holdings
AUM
$392M
1-Year Est. Return
17.52%
This Fund
S&P 500
1 Year Est. Return
+17.52%
AUM
$384M
AUM Growth
+$29.7M
(+8.4%)
Holding
176
Top Buys
| 1 | +$4.39M | |
| 2 | +$2.51M | |
| 3 | +$2.5M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.91M |
| 5 |
Boston Beer
SAM
|
+$1.26M |
Top Sells
| 1 | +$5.84M | |
| 2 | +$2.42M | |
| 3 | +$2.29M | |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$1.87M |
| 5 |
JPMorgan Chase
JPM
|
+$737K |
Sector Composition
| 1 | Technology | 3.88% |
| 2 | Financials | 3.49% |
| 3 | Consumer Staples | 3.27% |
| 4 | Industrials | 3.07% |
| 5 | Consumer Discretionary | 2.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Blue Owl Capital
OBDC
$5.64B
| – | – |
0
|
|