BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
+5.57%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(+15%)
Cap. Flow
+$26.9M
Cap. Flow
% of AUM
8.63%
Top 10 Holdings %
Top 10 Hldgs %
30.1%
Holding
239
New
19
Increased
98
Reduced
71
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.51M |
| 2 |
Innovator US Equity Power Buffer ETF February
PFEB
|
$2.83M |
| 3 |
Apple
AAPL
|
$1.08M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$992K |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
$992K |
Top Sells
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Healthcare | 3.22% |
| 3 | Industrials | 1.57% |
| 4 | Consumer Discretionary | 1.55% |
| 5 | Financials | 1.54% |
