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
$154M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$480K
3
+$368K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$314K
5
BA icon
Boeing
BA
+$222K

Top Sells

1
+$1.81M
2
+$890K
3
+$368K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
CB icon
Chubb
CB
+$200K

Sector Composition

1 Healthcare 15.05%
2 Financials 11.59%
3 Technology 10.71%
4 Energy 6.72%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.19%
25,760
-30
27
$1.75M 1.14%
19,460
+55
28
$1.71M 1.11%
23,401
+71
29
$1.69M 1.1%
13,025
-100
30
$1.67M 1.08%
14,396
-245
31
$1.65M 1.07%
24,000
-300
32
$1.59M 1.04%
32,221
-299
33
$1.51M 0.98%
57,564
-406
34
$1.5M 0.98%
19,568
-175
35
$1.5M 0.98%
31,106
-135
36
$1.5M 0.97%
57,591
-891
37
$1.49M 0.96%
55,204
+2,087
38
$1.43M 0.93%
12,872
-210
39
$1.39M 0.9%
25,991
+160
40
$1.31M 0.85%
10,935
+55
41
$1.27M 0.83%
13,615
-40
42
$1.17M 0.76%
9,349
-225
43
$1.16M 0.75%
18,170
-35
44
$1.16M 0.75%
14,152
-125
45
$1.15M 0.75%
15,865
-45
46
$1.11M 0.72%
10,065
+25
47
$1.11M 0.72%
8,592
-1,620
48
$1.09M 0.71%
5,750
-25
49
$1.07M 0.7%
18,925
+6,490
50
$1.06M 0.69%
19,670
+75
1
2
3 4 5