BC
Bulwark Capital Portfolio holdings
AUM
$162M
1-Year Est. Return
9.51%
This Fund
S&P 500
1 Year Est. Return
+9.51%
AUM
$162M
AUM Growth
+$21.6M
(+15%)
Holding
101
Top Buys
| 1 | +$8.81M | |
| 2 | +$8.17M | |
| 3 | +$5.13M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$4.9M |
| 5 |
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
|
+$1.31M |
Top Sells
| 1 | +$7.01M | |
| 2 | +$959K | |
| 3 | +$481K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$381K |
| 5 |
Alerian Energy Infrastructure ETF
ENFR
|
+$291K |
Sector Composition
| 1 | Technology | 0.44% |
| 2 | Consumer Staples | 0.08% |
| 3 | Real Estate | 0.04% |
| 4 | Communication Services | 0.03% |
| 5 | Materials | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
CAVA Group
CAVA
$10.5B
| – | – |
-100
|
|