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
$143M
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.75%
2 Consumer Staples 1.62%
3 Technology 1.54%
4 Financials 1.42%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,975
127
-5,941
128
-3,104
129
-11,235