BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
This Quarter Return
+18.54%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$166M
AUM Growth
+$166M
(+17%)
Cap. Flow
+$540K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
28.13%
Holding
133
New
6
Increased
29
Reduced
69
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$683K |
| 2 |
AGN
Allergan plc
AGN
|
$678K |
| 3 |
Truist Financial
TFC
|
$423K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$295K |
| 5 |
American Express
AXP
|
$263K |
Sector Composition
| 1 | Technology | 12.96% |
| 2 | Financials | 8.55% |
| 3 | Healthcare | 8.11% |
| 4 | Consumer Staples | 5.85% |
| 5 | Communication Services | 5.78% |
