BWS
BCR Wealth Strategies Portfolio holdings
AUM
$284M
1-Year Est. Return
9.5%
1 Year Est. Return
+9.5%
AUM
$258M
AUM Growth
+$30.6M
(+13%)
Holding
27
Top Buys
| 1 | +$7.74M | |
| 2 | +$2.09M | |
| 3 | +$1.92M | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$1.31M |
| 5 |
Avantis Core Fixed Income ETF
AVIG
|
+$1.16M |
Top Sells
| 1 | +$643K | |
| 2 | +$122K | |
| 3 | +$118K | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$36.2K |
Sector Composition
| 1 | Technology | 0.48% |
| 2 | Industrials | 0.38% |
| 3 | Utilities | 0.22% |
| 4 | Communication Services | 0.15% |
| 5 | Consumer Discretionary | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lam Research
LRCX
$178B
| $256K | 0.1% |
+2,640
|
|
||
27
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
| $235K | 0.09% |
2,559
+81
|
|