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BWM
BCGM Wealth Management Portfolio holdings
AUM
$398M
1-Year Est. Return
17.85%
This Fund
S&P 500
This Quarter
Est. Return
+1.86%
1 Year Est. Return
+17.85%
3 Year Est. Return
+47.42%
5 Year Est. Return
+53.57%
10 Year Est. Return
–
AUM
$289M
AUM Growth
+$10.1M
(+3.6%)
Cap. Flow
+$6.72M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
39.54%
Holding
154
New
9
Increased
60
Reduced
52
Closed
4
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.51M |
| 2 |
Philip Morris
PM
|
+$2.18M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.94M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$1.71M |
| 5 |
CPSM
Calamos S&P 500 Structured Alt Protection ETF - May
CPSM
|
+$908K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.55M |
| 2 |
Fastenal
FAST
|
+$1.8M |
| 3 |
iShares Global Energy ETF
IXC
|
+$1.79M |
| 4 |
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
|
+$1.21M |
| 5 |
Webster Financial
WBS
|
+$416K |
Sector Composition
| 1 | Financials | 4.75% |
| 2 | Technology | 3.58% |
| 3 | Consumer Discretionary | 3.31% |
| 4 | Energy | 2.72% |
| 5 | Consumer Staples | 2.59% |
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