Zack Wolf

@Boltwood Capital Management

Latest period2024 - Q4

Reported12d ago

Managed Assets$328.152M

Total holdings170

Assets growth rate-2.75%

Assets growth rate (2-Q avg)1.34%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Boltwood Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Boltwood Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 328.152M in assets, with a quarterly growth rate of -2.75% and a 2-quarter average growth rate of 1.34%. The portfolio is managed by Zack Wolf, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ACNAccenture Plc Ireland Recent Activity New Position	0.09%	$271,582 772 shares@ $351.8 avg price	New Position
EWCIshares Inc Recent Activity New Position	0.07%	$224,673 5,575 shares@ $40.31 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.07%	$219,445 207 shares@ $1060.13 avg price	New Position
EWGIshares Inc Recent Activity New Position	0.07%	$205,239 6,450 shares@ $31.82 avg price	New Position