BWS

BCR Wealth Strategies Portfolio holdings

AUM $284M
1-Year Est. Return 9.5%
This Quarter Est. Return
1 Year Est. Return
+9.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$688K
2 +$185K
3 +$114K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$27.3K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.42K

Sector Composition

1 Communication Services 0.68%
2 Industrials 0.39%
3 Technology 0.37%
4 Utilities 0.25%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$208K 0.1%
+2,885