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
76
$933K 0.35%
3,160
+95
77
$900K 0.34%
2,914
+325
78
$883K 0.33%
13,051
-143
79
$878K 0.33%
4,585
+85
80
$839K 0.31%
22,447
-384
81
$825K 0.31%
3,884
+244
82
$823K 0.31%
16,045
+445
83
$817K 0.31%
4,002
-90
84
$764K 0.29%
5,911
+103
85
$752K 0.28%
2,070
+137
86
$752K 0.28%
3,679
-14
87
$744K 0.28%
1,930
+44
88
$699K 0.26%
18,700
+1,100
89
$697K 0.26%
2,827
-10
90
$671K 0.25%
5,120
+83
91
$664K 0.25%
5,325
+125
92
$663K 0.25%
6,233
-50
93
$618K 0.23%
14,328
-892
94
$608K 0.23%
7,890
+160
95
$607K 0.23%
15,999
-31
96
$589K 0.22%
3,822
97
$576K 0.22%
3,715
-470
98
$547K 0.2%
10,465
-185
99
$532K 0.2%
2,784
+36
100
$524K 0.2%
15,350
+250
2 3
4
5 6