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
$180M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$3.39M
2 +$3.02M
3 +$2.96M
4
DHI icon
D.R. Horton
DHI
+$2.68M
5
NVS icon
Novartis
NVS
+$2.66M

Top Sells

1 +$3.89M
2 +$3.61M
3 +$3.38M
4
ELV icon
Elevance Health
ELV
+$3.2M
5
ACM icon
Aecom
ACM
+$2.75M

Sector Composition

1 Technology 12.8%
2 Consumer Discretionary 8.13%
3 Industrials 7.31%
4 Healthcare 6.78%
5 Communication Services 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-22,955
77
-109,241
78
-175,555
79
-12,691
80
-41,297