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 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
101
$218K 0.15%
+3,742
102
$215K 0.14%
+2,462
103
$215K 0.14%
+1,045
104
$214K 0.14%
+3,845
105
$213K 0.14%
+3,554
106
$211K 0.14%
+3,797
107
$203K 0.14%
+2,613
108
$203K 0.14%
+1,485
109
$201K 0.13%
+1,525
110
$200K 0.13%
+1,364
111
$59K 0.04%
+11,235
112
$45K 0.03%
+29,520
113
$28K 0.02%
+2,382