BPWM
BCS Private Wealth Management Portfolio holdings
AUM
$266M
This Quarter Return
+9.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$266M
AUM Growth
–
Cap. Flow
+$266M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.84%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
EAGL
Eagle Capital Select Equity ETF
EAGL
|
$30.7M |
| 2 |
Microsoft
MSFT
|
$13M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$11.7M |
| 4 |
JPMorgan Chase
JPM
|
$11.3M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$9.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.34% |
| 2 | Technology | 11.85% |
| 3 | Healthcare | 7.77% |
| 4 | Industrials | 6.41% |
| 5 | Materials | 4.96% |
