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
$229M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$2.51M
3 +$2.5M
4
PM icon
Philip Morris
PM
+$2.45M
5
T icon
AT&T
T
+$2.35M

Top Sells

1 +$5.21M
2 +$4.45M
3 +$3.56M
4
ARW icon
Arrow Electronics
ARW
+$2.93M
5
BWP
Boardwalk Pipeline Partners
BWP
+$2.35M

Sector Composition

1 Technology 14.8%
2 Healthcare 8.08%
3 Consumer Staples 7.62%
4 Industrials 5.45%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-231,565
77
-18,285