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Ashleigh Swayze

@Bcs Wealth Management

Latest period2024 - Q4ReportedManaged Assets$402.094MTotal holdings256
Assets growth rate71%Assets growth rate (2-Q avg)42.7%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcs Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 256 positions.

Assets under management

The assets under management (AUM) of Bcs Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 402.094M in assets, with a quarterly growth rate of 71% and a 2-quarter average growth rate of 42.7%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PFEBInnovator Etfs Trust
Recent Activity
Decreased -1.05%
1.22%
$4.898M
133,101 shares@ $36.8 avg price
NOBLProshares Tr
Recent Activity
Decreased -8.63%
1.22%
$4.877M
48,994 shares@ $99.55 avg price
PAUGInnovator Etfs Trust
Recent Activity
Decreased -0.09%
0.78%
$3.128M
81,253 shares@ $38.5 avg price
PMARInnovator Etfs Trust
Recent Activity
Decreased -6.76%
0.71%
$2.841M
70,691 shares@ $40.19 avg price
PJULInnovator Etfs Trust
Recent Activity
Decreased -5.94%
0.57%
$2.256M
54,805 shares@ $41.17 avg price
MMINNew York Life Invts Active E
Recent Activity
Decreased -13.18%
0.54%
$2.134M
89,524 shares@ $23.84 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.43%
0.53%
$2.121M
3,619 shares@ $586.08 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -23.34%
0.49%
$1.956M
21,095 shares@ $92.73 avg price
PAPRInnovator Etfs Trust
Recent Activity
Decreased -2.95%
0.47%
$1.888M
51,449 shares@ $36.7 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.08%
0.45%
$1.796M
16,696 shares@ $107.58 avg price