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
$240M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$9.94M
3 +$7.02M
4
AAPL icon
Apple
AAPL
+$5.23M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.87M

Sector Composition

1 Technology 3.62%
2 Healthcare 3.16%
3 Consumer Discretionary 1.73%
4 Industrials 1.7%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,526
202
-2,122
203
-7,303