test

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
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
SCHMSchwab Strategic Tr
Recent Activity
Increased 199.48%
0.62%
$2.031M
73,294 shares@ $27.72 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -1.26%
0.62%
$2.013M
13,507 shares@ $149.01 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 0.38%
0.6%
$1.949M
22,753 shares@ $85.67 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.59%
0.59%
$1.932M
33,649 shares@ $57.41 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -7.08%
0.59%
$1.912M
39,566 shares@ $48.33 avg price
ORCLOracle Corp
Recent Activity
Decreased -3.84%
0.56%
$1.833M
11,002 shares@ $166.64 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 13.85%
0.56%
$1.826M
69,726 shares@ $26.2 avg price