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BCWM LLC Portfolio holdings

AUM $353M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$6.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$8.38M
3
+$4.36M
4
UPS icon
United Parcel Service
UPS
+$4.3M
5
CVS icon
CVS Health
CVS
+$4.24M

Top Sells

1
+$14.7M
2
+$4.18M
3
+$3.67M
4
AMT icon
American Tower
AMT
+$3.35M
5
CCI icon
Crown Castle
CCI
+$3.22M

Sector Composition

1 Industrials 12.39%
2 Consumer Staples 11.14%
3 Technology 10.81%
4 Healthcare 9.4%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$453K 0.16%
2,657
52
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66
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