Ashleigh Swayze

@Bcs Wealth Management

Latest period2024 - Q4

Reported5d ago

Managed Assets$402.094M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VOOVanguard Index Fds Recent Activity New Position	6.85%	$27.511M 51,059 shares@ $538.81 avg price	New Position
SCHXSchwab Strategic Tr Recent Activity New Position	4.31%	$17.294M 746,081 shares@ $23.18 avg price	New Position
SCHFSchwab Strategic Tr Recent Activity New Position	2.12%	$8.521M 460,582 shares@ $18.51 avg price	New Position
SCHDSchwab Strategic Tr Recent Activity New Position	1.94%	$7.794M 285,294 shares@ $27.32 avg price	New Position
AGGIshares Tr Recent Activity New Position	1.43%	$5.713M 58,959 shares@ $96.9 avg price	New Position
SCHASchwab Strategic Tr Recent Activity New Position	1.4%	$5.593M 216,294 shares@ $25.86 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	1.28%	$5.136M 12,513 shares@ $410.46 avg price	New Position
VTVVanguard Index Fds Recent Activity New Position	1.18%	$4.72M 27,877 shares@ $169.32 avg price	New Position
VYMIVanguard Whitehall Fds Recent Activity New Position	0.98%	$3.935M 57,974 shares@ $67.88 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	0.98%	$3.918M 5,075 shares@ $772.02 avg price	New Position