BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.1M
3
+$671K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$528K
5
AAPL icon
Apple
AAPL
+$453K

Top Sells

1
+$1.36M
2
+$503K
3
+$397K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$213K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$175K

Sector Composition

1 Technology 9.77%
2 Financials 5%
3 Healthcare 4.81%
4 Consumer Staples 3.95%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.02%
21,073
-119
27
$2.71M 1.01%
53,695
+13,285
28
$2.6M 0.97%
63,768
+945
29
$2.58M 0.96%
17,330
-638
30
$2.45M 0.92%
16,385
-238
31
$2.44M 0.91%
23,517
+27
32
$2.37M 0.89%
23,417
-11
33
$2.33M 0.87%
96,515
-2,570
34
$2.31M 0.86%
32,252
+165
35
$2.21M 0.83%
41,359
-2,250
36
$2.17M 0.81%
16,661
+187
37
$2.1M 0.79%
10,526
-45
38
$1.96M 0.73%
8,547
+60
39
$1.95M 0.73%
23,589
-175
40
$1.92M 0.72%
30,947
+294
41
$1.79M 0.67%
34,170
+8,225
42
$1.72M 0.64%
62,100
+3,120
43
$1.69M 0.63%
16,906
-126
44
$1.69M 0.63%
16,168
-283
45
$1.65M 0.62%
15,723
+930
46
$1.63M 0.61%
16,146
+100
47
$1.48M 0.55%
47,775
+6,200
48
$1.47M 0.55%
25,625
+725
49
$1.43M 0.53%
13,845
+1,525
50
$1.38M 0.52%
8,380
+190
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2
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