BL
BCWM LLC Portfolio holdings
AUM
$334M
1-Year Est. Return
11.81%
1 Year Est. Return
+11.81%
AUM
$334M
AUM Growth
+$19M
(+6%)
Holding
58
Top Buys
| 1 | +$10.8M | |
| 2 | +$1.62M | |
| 3 | +$1.26M | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$1.05M |
| 5 |
Walmart
WMT
|
+$982K |
Top Sells
| 1 | +$6.69M | |
| 2 | +$4.78M | |
| 3 | +$3.36M | |
| 4 |
Generac Holdings
GNRC
|
+$2.55M |
| 5 |
Stanley Black & Decker
SWK
|
+$2.53M |
Sector Composition
| 1 | Industrials | 13.01% |
| 2 | Consumer Staples | 11.86% |
| 3 | Technology | 10.82% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Utilities | 7.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$345B
| $408K | 0.12% |
2,657
-100
|
|
||
52
Philip Morris
PM
$243B
| $278K | 0.08% |
1,713
-328
|
|
||
53
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.01B
| $229K | 0.07% |
+3,564
|
|
||
54
iShares Core S&P Small-Cap ETF
IJR
$87.7B
| $229K | 0.07% |
+1,930
|
|
||
55
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $226K | 0.07% |
+3,469
|
|
||
56
Salesforce
CRM
$222B
| – | – |
-24,543
|
|
||
57
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
| – | – |
-4,489
|
|
||
58
State Street SPDR S&P Biotech ETF
XBI
$7.95B
| – | – |
-57,663
|
|