BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
+8.15%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(+13%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
31.34%
Holding
226
New
28
Increased
84
Reduced
65
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.44% |
| 2 | Healthcare | 3% |
| 3 | Consumer Discretionary | 1.78% |
| 4 | Financials | 1.63% |
| 5 | Industrials | 1.58% |