BL
BCWM LLC Portfolio holdings
AUM
$315M
This Quarter Return
-7.33%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$275M
AUM Growth
+$275M
(-6%)
Cap. Flow
+$3.62M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
33.51%
Holding
63
New
5
Increased
43
Reduced
11
Closed
3
Top Buys
| 1 |
Stanley Black & Decker
SWK
|
$7.51M |
| 2 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$7.23M |
| 3 |
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
|
$3.64M |
| 4 |
SPDR S&P Biotech ETF
XBI
|
$2.55M |
| 5 |
Garmin
GRMN
|
$1.56M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 11.11% |
| 2 | Industrials | 9.7% |
| 3 | Materials | 9.21% |
| 4 | Healthcare | 9.01% |
| 5 | Technology | 8.58% |
