BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
-0.79%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+25%)
Cap. Flow
+$48.7M
Cap. Flow
% of AUM
20.68%
Top 10 Holdings %
Top 10 Hldgs %
38.84%
Holding
181
New
27
Increased
66
Reduced
32
Closed
9
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$17.1M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5M |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
$3.72M |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
$2.7M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.34M |
Top Sells
Sector Composition
| 1 | Healthcare | 2.72% |
| 2 | Technology | 2.46% |
| 3 | Financials | 2.23% |
| 4 | Consumer Discretionary | 1.8% |
| 5 | Consumer Staples | 1.49% |
