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
$167M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$593K
3 +$512K
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$425K
5
LOW icon
Lowe's Companies
LOW
+$424K

Sector Composition

1 Healthcare 3.54%
2 Technology 1.83%
3 Consumer Staples 1.78%
4 Financials 1.52%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,062
127
-13,600