BL

BCWM LLC Portfolio holdings

AUM $334M
1-Year Est. Return 15.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.49%
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 +$7.92M
2 +$4.49M
3 +$4.37M
4
LEA icon
Lear
LEA
+$4.29M
5
MSD
Morgan Stanley Emerging Markets Debt Fund
MSD
+$4.16M

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