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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
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 3.05%
3.05%
$12.237M
592,568 shares@ $20.66 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 5.6%
2.83%
$11.344M
583,816 shares@ $19.44 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 13.35%
2.35%
$9.444M
107,444 shares@ $87.9 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 16.7%
2.31%
$9.261M
118,718 shares@ $78.01 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 16.23%
2.19%
$8.784M
171,766 shares@ $51.14 avg price
AAPLApple Inc
Recent Activity
Increased 49.25%
2.13%
$8.541M
34,108 shares@ $250.42 avg price
BSCXInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 21.94%
2.1%
$8.43M
408,824 shares@ $20.63 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 18.52%
1.8%
$7.235M
371,428 shares@ $19.48 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 7.76%
1.64%
$6.561M
126,833 shares@ $51.73 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 19.23%
1.43%
$5.749M
285,609 shares@ $20.13 avg price