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
76
$377K 0.35%
+5,405
77
$374K 0.34%
+9,620
78
$367K 0.34%
5,281
+300
79
$364K 0.33%
9,600
-7,020
80
$347K 0.32%
+4,177
81
$326K 0.3%
2,763
82
$315K 0.29%
4,495
-2,950
83
$309K 0.28%
3,950
+350
84
$308K 0.28%
+2,700
85
$305K 0.28%
+3,917
86
$305K 0.28%
2,299
87
$282K 0.26%
+21,672
88
$276K 0.25%
8,180
89
$270K 0.25%
+2,553
90
$257K 0.24%
3,600
91
$255K 0.23%
2,000
92
$254K 0.23%
+3,154
93
$229K 0.21%
2,693
94
$228K 0.21%
3,600
95
$223K 0.2%
5,200
96
– –
-13,436
1 2 3
4