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
51
$1.05M 0.68%
17,544
52
$1.02M 0.67%
7,030
+35
53
$1M 0.65%
26,350
54
$980K 0.64%
16,546
+257
55
$968K 0.63%
10,902
-600
56
$959K 0.62%
17,860
+100
57
$952K 0.62%
18,407
-110
58
$952K 0.62%
5,197
-50
59
$920K 0.6%
19,525
-505
60
$904K 0.59%
4,415
+25
61
$881K 0.57%
6,500
62
$867K 0.56%
18,850
+15
63
$855K 0.56%
26,547
+548
64
$817K 0.53%
2,610
+50
65
$778K 0.51%
14,140
-580
66
$734K 0.48%
10,788
67
$731K 0.47%
8,242
+135
68
$717K 0.47%
24,252
69
$716K 0.47%
13,600
-2,600
70
$696K 0.45%
8,565
-10
71
$688K 0.45%
6,300
72
$681K 0.44%
12,850
+200
73
$675K 0.44%
3,760
-55
74
$673K 0.44%
26,045
+1,225
75
$667K 0.43%
8,065
+375
1 2
3
4 5