BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
+4.15%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(+14%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
9.12%
Top 10 Holdings %
Top 10 Hldgs %
34.41%
Holding
169
New
14
Increased
65
Reduced
43
Closed
2
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$2.23M |
| 2 |
Tesla
TSLA
|
$880K |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$723K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$366K |
| 5 |
Innovator US Equity Power Buffer ETF September
PSEP
|
$309K |
Sector Composition
| 1 | Technology | 3.58% |
| 2 | Financials | 2.42% |
| 3 | Healthcare | 2.16% |
| 4 | Communication Services | 1.69% |
| 5 | Energy | 1.13% |
