BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
-2.79%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(-13%)
Cap. Flow
-$15.4M
Cap. Flow
% of AUM
-6.38%
Top 10 Holdings %
Top 10 Hldgs %
35.46%
Holding
213
New
15
Increased
46
Reduced
94
Closed
25
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$6.09M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.05M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.19M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.07M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$987K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$13.3M |
| 2 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$2.31M |
| 3 |
Kimberly-Clark
KMB
|
$1.99M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.15M |
| 5 |
Tesla
TSLA
|
$1.01M |
Sector Composition
| 1 | Healthcare | 3.03% |
| 2 | Technology | 3.01% |
| 3 | Financials | 2.37% |
| 4 | Consumer Discretionary | 1.96% |
| 5 | Consumer Staples | 1.64% |
