BWM

BCO Wealth Management Portfolio holdings

AUM $152M
1-Year Est. Return 8.48%
This Quarter Est. Return
1 Year Est. Return
+8.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.98M
3
+$1.86M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.67M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.03M

Top Sells

1
+$722K
2
+$303K
3
+$218K
4
AAPL icon
Apple
AAPL
+$213K
5
CAT icon
Caterpillar
CAT
+$212K

Sector Composition

1 Real Estate 1.95%
2 Energy 0.48%
3 Financials 0.43%
4 Industrials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$298K 0.23%
7,115
27
$278K 0.22%
26,519
28
$224K 0.18%
6,200
29
$177K 0.14%
13,710
30
$157K 0.12%
26,100
31
– –
-383
32
– –
-28,101
33
– –
-585
34
– –
-850
1
2