BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
-10.16%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(-6.8%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
38.06%
Holding
199
New
11
Increased
74
Reduced
54
Closed
24
Top Buys
| 1 |
Procter & Gamble
PG
|
$12.5M |
| 2 |
Kimberly-Clark
KMB
|
$1.88M |
| 3 |
Amazon
AMZN
|
$1.15M |
| 4 |
Tesla
TSLA
|
$912K |
| 5 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$736K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 8.23% |
| 2 | Healthcare | 3.56% |
| 3 | Technology | 3.05% |
| 4 | Financials | 2.74% |
| 5 | Consumer Discretionary | 2.08% |
