BL

BCWM LLC Portfolio holdings

AUM $315M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$7.42M
2 +$4.91M
3 +$4.5M
4
NVDA icon
NVIDIA
NVDA
+$4.16M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.7%
2 Industrials 11.8%
3 Healthcare 9.4%
4 Consumer Staples 6.55%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$226K 0.14%
+6,026
77
$142K 0.09%
+11,000