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
$177M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$1.97M
3 +$1.53M
4
TDC icon
Teradata
TDC
+$1.27M
5
C icon
Citigroup
C
+$986K

Top Sells

1 +$2.42M
2 +$1.79M
3 +$1.07M
4
AAPL icon
Apple
AAPL
+$845K
5
IAU icon
iShares Gold Trust
IAU
+$585K

Sector Composition

1 Technology 16.21%
2 Industrials 9.08%
3 Healthcare 8.74%
4 Consumer Discretionary 7.38%
5 Communication Services 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$24K 0.01%
+600
77
-788,290
78
-22,258