BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+3.48%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$131M
AUM Growth
+$6.2M
(+5%)
Cap. Flow
+$2.43M
Cap. Flow
% of AUM
1.86%
Top 10 Holdings %
Top 10 Hldgs %
32.39%
Holding
109
New
7
Increased
30
Reduced
40
Closed
2
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.77M |
| 2 |
Affiliated Managers Group
AMG
|
$726K |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$636K |
| 4 |
CVS Health
CVS
|
$607K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$450K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.61M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$375K |
| 3 |
Wells Fargo
WFC
|
$311K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$293K |
| 5 |
STJ
St Jude Medical
STJ
|
$274K |
Sector Composition
| 1 | Healthcare | 15.95% |
| 2 | Financials | 11.72% |
| 3 | Technology | 10.56% |
| 4 | Energy | 7.82% |
| 5 | Consumer Staples | 6.45% |
