BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
+6.8%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$279M
AUM Growth
+$279M
(+18%)
Cap. Flow
+$30.3M
Cap. Flow
% of AUM
10.89%
Top 10 Holdings %
Top 10 Hldgs %
37.58%
Holding
205
New
33
Increased
100
Reduced
23
Closed
7
Top Buys
| 1 |
Procter & Gamble
PG
|
$14.3M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3M |
| 3 |
Kimberly-Clark
KMB
|
$1.99M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.6M |
| 5 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$1.31M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 7.44% |
| 2 | Technology | 3.27% |
| 3 | Healthcare | 3.24% |
| 4 | Financials | 3.02% |
| 5 | Consumer Discretionary | 2.28% |
