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
$339M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$6.87M
2 +$5.79M
3 +$4.81M
4
BK icon
Bank of New York Mellon
BK
+$4.39M
5
ALB icon
Albemarle
ALB
+$1.31M

Sector Composition

1 Consumer Discretionary 12.12%
2 Technology 11.81%
3 Materials 9.3%
4 Consumer Staples 8.96%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-20,373