BCM
Boltwood Capital Management Portfolio holdings
AUM
$376M
1-Year Est. Return
12.46%
1 Year Est. Return
+12.46%
AUM
$154M
AUM Growth
+$7.48M
(+5.1%)
Holding
128
Top Buys
1 | +$1.49M | |
2 | +$1.05M | |
3 | +$1M | |
4 |
iShares California Muni Bond ETF
CMF
|
+$577K |
5 |
NextEra Energy
NEE
|
+$556K |
Top Sells
1 | +$519K | |
2 | +$479K | |
3 | +$310K | |
4 |
Technology Select Sector SPDR Fund
XLK
|
+$273K |
5 |
Vanguard Communication Services ETF
VOX
|
+$260K |
Sector Composition
1 | Technology | 12.16% |
2 | Financials | 11.67% |
3 | Healthcare | 8.88% |
4 | Energy | 6.34% |
5 | Consumer Discretionary | 5.37% |