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
51
$723K 0.66%
+88,470
52
$708K 0.65%
11,952
+400
53
$699K 0.64%
11,650
+100
54
$688K 0.63%
21,788
55
$642K 0.59%
24,694
+310
56
$641K 0.59%
5,350
+850
57
$620K 0.57%
18,400
-450
58
$605K 0.55%
15,200
+125
59
$604K 0.55%
11,358
+825
60
$589K 0.54%
9,760
+4,225
61
$536K 0.49%
19,131
62
$534K 0.49%
6,300
63
$533K 0.49%
6,689
-120
64
$533K 0.49%
12,304
+1,029
65
$528K 0.48%
14,950
+155
66
$512K 0.47%
11,405
67
$509K 0.47%
3,846
68
$507K 0.46%
7,095
+150
69
$466K 0.43%
5,625
+425
70
$465K 0.43%
10,715
+610
71
$458K 0.42%
3,484
72
$450K 0.41%
+4,103
73
$435K 0.4%
3,455
74
$428K 0.39%
+31,074
75
$395K 0.36%
3,650
1 2
3
4