BWS

BCR Wealth Strategies Portfolio holdings

AUM $302M
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1.66M
3
+$871K
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$862K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$376K

Top Sells

1
+$255K
2
+$177K
3
+$173K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$157K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$153K

Sector Composition

1 Industrials 0.63%
2 Healthcare 0.57%
3 Utilities 0.38%
4 Communication Services 0.28%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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