BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
-0.59%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$402M
AUM Growth
+$402M
(+71%)
Cap. Flow
+$168M
Cap. Flow
% of AUM
41.88%
Top 10 Holdings %
Top 10 Hldgs %
30.18%
Holding
270
New
103
Increased
55
Reduced
64
Closed
14
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$27.5M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$17.3M |
| 3 |
Schwab International Equity ETF
SCHF
|
$8.52M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$7.79M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.71M |
Top Sells
Sector Composition
| 1 | Technology | 3.77% |
| 2 | Healthcare | 2.68% |
| 3 | Consumer Discretionary | 1.69% |
| 4 | Financials | 1.51% |
| 5 | Industrials | 1.48% |
