BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
+3.62%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(-11%)
Cap. Flow
-$27.9M
Cap. Flow
% of AUM
-14.82%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
174
New
18
Increased
59
Reduced
34
Closed
20
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$18.1M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.23M |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
$3.77M |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
$2.64M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.07M |
Sector Composition
| 1 | Healthcare | 3.35% |
| 2 | Technology | 2.72% |
| 3 | Financials | 2.55% |
| 4 | Consumer Discretionary | 2.07% |
| 5 | Consumer Staples | 1.77% |
