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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
SCHDSchwab Strategic Tr
Recent Activity
New Position
1.94%
$7.794M
285,294 shares@ $27.32 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
AGGIshares Tr
Recent Activity
New Position
1.43%
$5.713M
58,959 shares@ $96.9 avg price
SCHASchwab Strategic Tr
Recent Activity
New Position
1.4%
$5.593M
216,294 shares@ $25.86 avg price
VUGVanguard Index Fds
Recent Activity
New Position
1.28%
$5.136M
12,513 shares@ $410.46 avg price
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
VTVVanguard Index Fds
Recent Activity
New Position
1.18%
$4.72M
27,877 shares@ $169.32 avg price