BWM
BCGM Wealth Management Portfolio holdings
AUM
$355M
This Quarter Return
-0.11%
1 Year Return
+12.49%
3 Year Return
+45.19%
5 Year Return
–
10 Year Return
–
AUM
$315M
AUM Growth
+$315M
(+2.3%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
38.31%
Holding
161
New
7
Increased
76
Reduced
39
Closed
12
Top Buys
| 1 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
$7.17M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.62M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$1.67M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.26M |
| 5 |
iShares Gold Trust
IAU
|
$1.16M |
Top Sells
Sector Composition
| 1 | Financials | 3.98% |
| 2 | Consumer Discretionary | 3.69% |
| 3 | Technology | 3.36% |
| 4 | Consumer Staples | 2.81% |
| 5 | Energy | 2.36% |
