BCM

Boltwood Capital Management Portfolio holdings

AUM $392M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Sells

1 +$2.45M
2 +$548K
3 +$297K
4
MRSH
Marsh
MRSH
+$271K
5
TFC icon
Truist Financial
TFC
+$210K

Sector Composition

1 Technology 10.96%
2 Financials 5.45%
3 Communication Services 3.67%
4 Healthcare 3.21%
5 Consumer Discretionary 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWJ icon
126
iShares MSCI Japan ETF
EWJ
$20B
$547K 0.14%
6,475
+850
C icon
127
Citigroup
C
$225B
$544K 0.14%
4,801
+908
MRSH
128
Marsh
MRSH
$86.2B
$515K 0.13%
2,968
-1,505
VNQ icon
129
Vanguard Real Estate ETF
VNQ
$36.7B
$502K 0.13%
5,656
EWY icon
130
iShares MSCI South Korea ETF
EWY
$19.3B
$500K 0.13%
4,065
+65
AMT icon
131
American Tower
AMT
$81.5B
$459K 0.12%
2,657
+107
NFLX icon
132
Netflix
NFLX
$390B
$455K 0.12%
4,737
+637
ETN icon
133
Eaton
ETN
$159B
$450K 0.11%
1,259
+105
FLJP icon
134
Franklin FTSE Japan ETF
FLJP
$3.37B
$449K 0.11%
12,400
+150
J icon
135
Jacobs Solutions
J
$15.2B
$441K 0.11%
3,465
ADBE icon
136
Adobe
ADBE
$99.9B
$441K 0.11%
1,814
-52
EWQ icon
137
iShares MSCI France ETF
EWQ
$435M
$440K 0.11%
10,150
+500
RDDT icon
138
Reddit
RDDT
$30B
$403K 0.1%
2,990
+10
EWL icon
139
iShares MSCI Switzerland ETF
EWL
$1.56B
$394K 0.1%
6,700
+625
EWC icon
140
iShares MSCI Canada ETF
EWC
$5.14B
$384K 0.1%
7,000
+950
VGT icon
141
Vanguard Information Technology ETF
VGT
$15.2B
$382K 0.1%
547
+3
HON icon
142
Honeywell
HON
$141B
$370K 0.09%
1,636
+5
EWG icon
143
iShares MSCI Germany ETF
EWG
$1.41B
$367K 0.09%
9,250
+650
MDT icon
144
Medtronic
MDT
$105B
$362K 0.09%
4,183
+1,768
BMY icon
145
Bristol-Myers Squibb
BMY
$121B
$362K 0.09%
5,965
+760
VOX icon
146
Vanguard Communication Services ETF
VOX
$5.93B
$357K 0.09%
1,987
+43
ZBH icon
147
Zimmer Biomet
ZBH
$17.9B
$353K 0.09%
3,903
+37
CRWD icon
148
CrowdStrike
CRWD
$114B
$349K 0.09%
895
+15
VZ icon
149
Verizon
VZ
$193B
$342K 0.09%
6,810
+150
EMR icon
150
Emerson Electric
EMR
$81.4B
$341K 0.09%
2,604
+675