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
$215M
AUM Growth
-$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$4.15M
2 +$3.87M
3 +$3.35M
4
TGNA icon
TEGNA Inc
TGNA
+$3.26M
5
NVDA icon
NVIDIA
NVDA
+$3.02M

Sector Composition

1 Technology 12.28%
2 Consumer Discretionary 6.5%
3 Healthcare 6.38%
4 Consumer Staples 5.79%
5 Financials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,203