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
$164M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$1.09M
3 +$403K
4
SUNE
SUNEDISON, INC COM
SUNE
+$393K
5
NEM icon
Newmont
NEM
+$342K

Top Sells

1 +$1.94M
2 +$1.67M
3 +$1.6M
4
ATI icon
ATI
ATI
+$1.16M
5
DD icon
DuPont de Nemours
DD
+$1.15M

Sector Composition

1 Technology 15.15%
2 Industrials 10.46%
3 Healthcare 8.69%
4 Communication Services 6.5%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-29,306
77
-11,000
78
-44,179