BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
+4.5%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.93%
Holding
113
New
113
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
