BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
1-Year Est. Return
9.34%
1 Year Est. Return
+9.34%
AUM
$465M
AUM Growth
+$75.7M
(+19%)
Holding
280
Top Buys
| 1 | +$13.7M | |
| 2 | +$5.78M | |
| 3 | +$3.11M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$3M |
| 5 |
Kimberly-Clark
KMB
|
+$1.81M |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.37M | |
| 3 | +$704K | |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$624K |
| 5 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$615K |
Sector Composition
| 1 | Consumer Staples | 4.79% |
| 2 | Technology | 4.03% |
| 3 | Healthcare | 2.55% |
| 4 | Financials | 1.86% |
| 5 | Industrials | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$754M
| – | – |
-9,991
|
|
||
277
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$537M
| – | – |
-11,167
|
|
||
278
Global X Lithium & Battery Tech ETF
LIT
$1.31B
| – | – |
-7,450
|
|
||
279
Invesco Preferred ETF
PGX
$3.93B
| – | – |
-17,587
|
|
||
280
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
| – | – |
-1,433
|
|