BCM
Boltwood Capital Management Portfolio holdings
AUM
$376M
1-Year Est. Return
12.46%
1 Year Est. Return
+12.46%
AUM
$376M
AUM Growth
+$23.9M
(+6.8%)
Holding
178
Top Buys
| 1 | +$1.35M | |
| 2 | +$948K | |
| 3 | +$650K | |
| 4 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
+$334K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$300K |
Top Sells
| 1 | +$830K | |
| 2 | +$478K | |
| 3 | +$119K | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$116K |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
+$89.4K |
Sector Composition
| 1 | Technology | 12.05% |
| 2 | Financials | 6.08% |
| 3 | Communication Services | 3.79% |
| 4 | Consumer Discretionary | 3.48% |
| 5 | Healthcare | 3.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Materials ETF
VAW
$2.77B
| $202K | 0.05% |
985
-70
|
|
||
177
iShares National Muni Bond ETF
MUB
$40.3B
| $201K | 0.05% |
+1,889
|
|
||
178
Banco Santander
SAN
$145B
| $115K | 0.03% |
11,000
|
|