BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
-4.61%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(-5.6%)
Cap. Flow
+$235K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
34.4%
Holding
194
New
19
Increased
57
Reduced
56
Closed
16
Top Buys
Top Sells
| 1 |
Procter & Gamble
PG
|
$11M |
| 2 |
Kimberly-Clark
KMB
|
$1.88M |
| 3 |
IQ MacKay Municipal Insured ETF
MMIN
|
$520K |
| 4 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$518K |
| 5 |
Bank of America
BAC
|
$482K |
Sector Composition
| 1 | Healthcare | 3.27% |
| 2 | Technology | 3% |
| 3 | Financials | 2.21% |
| 4 | Consumer Discretionary | 1.82% |
| 5 | Consumer Staples | 1.51% |
