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
$223M
AUM Growth
-$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$55.1M
2 +$44.4M
3 +$38.5M
4
NVDA icon
NVIDIA
NVDA
+$31.8M
5
GOLD
Randgold Resources Ltd
GOLD
+$30.4M

Sector Composition

1 Technology 15.12%
2 Healthcare 9.28%
3 Consumer Staples 8.48%
4 Industrials 5.55%
5 Energy 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,473
77
-41,851
78
-37,205