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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
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$9.106M
431,135 shares@ $21.13 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$743,000
29,465 shares@ $25.22 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$615,000
25,634 shares@ $24.0 avg price
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$523,000
23,030 shares@ $22.71 avg price
ZTSZoetis Inc
Recent Activity
Exited
0%
$278,000
1,423 shares@ $195.37 avg price
IBHDIshares Tr
Recent Activity
Exited
0%
$249,000
10,710 shares@ $23.25 avg price
VLUEIshares Tr
Recent Activity
Exited
0%
$242,000
2,218 shares@ $109.11 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Exited
0%
$214,000
1,464 shares@ $146.18 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Exited
0%
$210,000
200 shares@ $1050.0 avg price
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$210,000
8,942 shares@ $23.49 avg price