BW

Blalock Williams Portfolio holdings

AUM $114M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$7.68M
2 +$4.82M
3 +$3.97M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.49M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.49%
2 Healthcare 11.96%
3 Financials 10.37%
4 Communication Services 7.9%
5 Industrials 5.3%