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Zack Wolf

@Boltwood Capital Management

Latest period2024 - Q4ReportedManaged Assets$328.152MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CRMSalesforce Inc
Recent Activity
Decreased -1.92%
0.97%
$3.159M
9,448 shares@ $334.34 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.13%
0.97%
$3.152M
12,770 shares@ $246.8 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.02%
0.92%
$2.987M
8,235 shares@ $362.77 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.33%
0.83%
$2.711M
25,205 shares@ $107.58 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -1.77%
0.83%
$2.708M
12,070 shares@ $224.35 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.55%
0.77%
$2.507M
18,221 shares@ $137.57 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.09%
0.73%
$2.378M
14,185 shares@ $167.65 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.79%
0.67%
$2.179M
7,343 shares@ $296.8 avg price
SPMBSpdr Ser Tr
Recent Activity
Decreased -0.1%
0.65%
$2.125M
98,588 shares@ $21.55 avg price
RAVIFlexshares Tr
Recent Activity
Decreased -14.62%
0.63%
$2.051M
27,290 shares@ $75.18 avg price