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
$153M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$580K
3
+$555K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$534K
5
CVS icon
CVS Health
CVS
+$490K

Top Sells

1
+$1.92M
2
+$1.56M
3
+$1.03M
4
VDE icon
Vanguard Energy ETF
VDE
+$798K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$781K

Sector Composition

1 Technology 11.75%
2 Financials 10.36%
3 Healthcare 8.94%
4 Consumer Staples 6.58%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.26%
20,514
-374
27
$1.89M 1.23%
16,589
-3,584
28
$1.82M 1.19%
23,905
-290
29
$1.78M 1.16%
38,083
-665
30
$1.75M 1.14%
21,618
-123
31
$1.69M 1.1%
40,790
-40
32
$1.67M 1.09%
22,267
-9,153
33
$1.64M 1.07%
11,734
-116
34
$1.63M 1.06%
27,700
+9,440
35
$1.53M 1%
28,476
-1,078
36
$1.43M 0.93%
43,944
-1,047
37
$1.38M 0.9%
18,526
-849
38
$1.34M 0.87%
7,330
-160
39
$1.3M 0.85%
27,000
40
$1.26M 0.82%
17,929
+270
41
$1.25M 0.82%
15,298
-27
42
$1.24M 0.81%
10,137
-1,535
43
$1.24M 0.81%
17,070
+2,124
44
$1.22M 0.79%
15,906
-537
45
$1.14M 0.74%
10,207
+1,156
46
$1.13M 0.74%
19,165
+177
47
$1.12M 0.73%
6,693
+2,912
48
$1.11M 0.73%
20,732
-1,118
49
$1.09M 0.71%
10,104
-29
50
$1.07M 0.7%
6,500
1
2
3 4 5