BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$923K
3
+$892K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$782K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$723K

Top Sells

1
+$506K
2
+$266K
3
+$207K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$139K
5
CVX icon
Chevron
CVX
+$75.6K

Sector Composition

1 Healthcare 18.87%
2 Financials 10.73%
3 Technology 10.07%
4 Consumer Staples 7.11%
5 Energy 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.21%
19,563
27
$1.32M 1.21%
48,445
+800
28
$1.25M 1.15%
13,800
+350
29
$1.23M 1.13%
11,801
+461
30
$1.21M 1.1%
+14,325
31
$1.2M 1.1%
18,326
+250
32
$1.2M 1.1%
58,482
+1,500
33
$1.15M 1.05%
22,785
+1,420
34
$1.13M 1.03%
19,203
+5,580
35
$1.07M 0.98%
15,540
+200
36
$1.02M 0.94%
44,160
+1,050
37
$979K 0.9%
26,806
+475
38
$968K 0.89%
22,595
+1,065
39
$952K 0.87%
16,507
+500
40
$934K 0.86%
44,660
+1,993
41
$892K 0.82%
+17,050
42
$869K 0.8%
17,240
+629
43
$842K 0.77%
13,625
+175
44
$784K 0.72%
10,000
+650
45
$782K 0.72%
+14,580
46
$773K 0.71%
13,190
+616
47
$737K 0.68%
27,996
+5,216
48
$732K 0.67%
10,165
+815
49
$726K 0.67%
5,497
+400
50
$725K 0.66%
13,675
+1,675
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