BCM
Boltwood Capital Management Portfolio holdings
AUM $352M
1-Year Return
12.34%
This Quarter Return
-18.98%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$141M
AUM Growth
-$36.9M
(-21%)
Cap. Flow
-$1.58M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
26.4%
Holding
142
New
5
Increased
40
Reduced
64
Closed
15
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$3.73M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.14M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
+$1.12M |
| 4 |
GSK
GSK
|
+$743K |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$655K |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$1.52M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.36M |
| 3 |
Vanguard Communication Services ETF
VOX
|
+$1.19M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.1M |
| 5 |
Cencora
COR
|
+$734K |
Sector Composition
| 1 | Technology | 12.22% |
| 2 | Financials | 9.43% |
| 3 | Healthcare | 9.1% |
| 4 | Consumer Staples | 6.42% |
| 5 | Communication Services | 5.9% |
