BC

Bulwark Capital Portfolio holdings

AUM $141M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9M
3
+$8.7M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$6.64M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$6.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.46%
2 Consumer Staples 0.11%
3 Real Estate 0.05%
4 Communication Services 0.04%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21.9K 0.02%
+100
77
$18.5K 0.02%
+82
78
$17.7K 0.01%
+1,450
79
$17.6K 0.01%
+100
80
$16.2K 0.01%
+63
81
$14.8K 0.01%
+242
82
$13.1K 0.01%
+119
83
$12.1K 0.01%
+43
84
$8.42K 0.01%
+100
85
$7.94K 0.01%
+15
86
$7.93K 0.01%
+35
87
$6.32K 0.01%
+40
88
$3.84K ﹤0.01%
+610
89
$3.52K ﹤0.01%
+25
90
$3.26K ﹤0.01%
+30
91
$2.91K ﹤0.01%
+17
92
$1.55K ﹤0.01%
+21
93
$1.52K ﹤0.01%
+32
94
$629 ﹤0.01%
+35
95
$33 ﹤0.01%
+1
1 2 3
4