BWM

BCS Wealth Management Portfolio holdings

AUM $465M
1-Year Est. Return 9.34%
This Quarter Est. Return
1 Year Est. Return
+9.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.5M
3
+$8.7M
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$7.81M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.07%
2 Consumer Staples 1.46%
3 Technology 1.28%
4 Communication Services 1.27%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.23%
+3,272
77
$340K 0.23%
+6,190
78
$329K 0.22%
+2,083
79
$311K 0.21%
+2,494
80
$302K 0.2%
+3,155
81
$299K 0.2%
+1,656
82
$294K 0.2%
+4,480
83
$286K 0.19%
+3,296
84
$283K 0.19%
+3,975
85
$281K 0.19%
+9,635
86
$277K 0.18%
+12,907
87
$271K 0.18%
+2,266
88
$271K 0.18%
+15,785
89
$267K 0.18%
+1,845
90
$258K 0.17%
+4,664
91
$255K 0.17%
+7,243
92
$253K 0.17%
+7,761
93
$253K 0.17%
+1,814
94
$243K 0.16%
+2,857
95
$243K 0.16%
+3,104
96
$240K 0.16%
+4,473
97
$239K 0.16%
+3,726
98
$239K 0.16%
+5,941
99
$237K 0.16%
+1,259
100
$224K 0.15%
+6,020
1 2 3
4
5