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
$120M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$826K
3
+$329K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$285K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$273K

Top Sells

1
+$1.15M
2
+$691K
3
+$57.2K
4
STJ
St Jude Medical
STJ
+$43.7K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$38.8K

Sector Composition

1 Healthcare 18.53%
2 Financials 10.27%
3 Technology 9.69%
4 Energy 7.91%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.18%
21,867
-345
27
$1.41M 1.17%
49,085
+540
28
$1.4M 1.16%
34,643
29
$1.35M 1.12%
17,275
+175
30
$1.32M 1.1%
24,015
+920
31
$1.31M 1.09%
14,678
32
$1.28M 1.07%
18,007
+300
33
$1.26M 1.05%
11,797
+45
34
$1.25M 1.04%
149,022
+32,604
35
$1.23M 1.03%
48,630
+1,470
36
$1.17M 0.98%
21,343
+435
37
$1.16M 0.97%
15,805
+265
38
$1.13M 0.94%
27,566
+260
39
$1.12M 0.93%
21,875
+500
40
$1.11M 0.93%
14,265
-560
41
$1.07M 0.89%
24,725
+900
42
$946K 0.79%
8,780
+215
43
$924K 0.77%
68,146
+14,136
44
$910K 0.76%
16,303
-1,025
45
$904K 0.75%
17,050
46
$866K 0.72%
26,400
-35,017
47
$866K 0.72%
43,168
+1,253
48
$864K 0.72%
10,885
+685
49
$836K 0.7%
18,450
-100
50
$826K 0.69%
+14,465
1
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