BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+1.68%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$148M
AUM Growth
+$4.87M
(+3.4%)
Cap. Flow
+$2.72M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
30.84%
Holding
118
New
6
Increased
33
Reduced
46
Closed
1
Top Buys
| 1 |
iShares California Muni Bond ETF
CMF
|
+$1.37M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$690K |
| 3 |
W.W. Grainger
GWW
|
+$688K |
| 4 |
Amplify Cybersecurity ETF
HACK
|
+$506K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$474K |
Top Sells
| 1 |
Cisco
CSCO
|
+$952K |
| 2 |
Johnson & Johnson
JNJ
|
+$807K |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
+$337K |
| 4 |
PACCAR
PCAR
|
+$201K |
| 5 |
American Express
AXP
|
+$162K |
Sector Composition
| 1 | Healthcare | 14.86% |
| 2 | Financials | 11.7% |
| 3 | Technology | 10.39% |
| 4 | Energy | 6.53% |
| 5 | Consumer Staples | 6.2% |
