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
$271M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Sells

1 +$1.35M
2 +$501K
3 +$377K
4
INTC icon
Intel
INTC
+$271K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$248K

Sector Composition

1 Technology 11.33%
2 Financials 7.07%
3 Healthcare 6.17%
4 Consumer Staples 4.94%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$228K 0.08%
9,975
152
$222K 0.08%
+9,823
153
$217K 0.08%
4,008
154
$215K 0.08%
+3,795
155
$209K 0.08%
3,360
-400
156
$204K 0.08%
+2,929
157
-1,000
158
-52,650