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
$225M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.96%
2 Healthcare 8.95%
3 Financials 6.26%
4 Consumer Staples 5.25%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-67,546