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
$236M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$5M
3 +$3.72M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.7M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.34M

Sector Composition

1 Healthcare 2.72%
2 Technology 2.46%
3 Financials 2.23%
4 Consumer Discretionary 1.8%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,774
177
-17,380
178
-18,171
179
-2,420
180
-1,970
181
-7,447