test

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
TOTLSsga Active Etf Tr
Recent Activity
Decreased -8.92%
0.39%
$1.545M
39,228 shares@ $39.39 avg price
PSEPInnovator Etfs Trust
Recent Activity
Decreased -1.59%
0.35%
$1.373M
35,140 shares@ $39.08 avg price
BJULInnovator Etfs Trust
Recent Activity
Decreased -2.77%
0.33%
$1.32M
29,633 shares@ $44.55 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -4.8%
0.32%
$1.248M
28,776 shares@ $43.37 avg price
PJUNInnovator Etfs Trust
Recent Activity
Decreased -12.38%
0.3%
$1.192M
31,771 shares@ $37.52 avg price
NAPRInnovator Etfs Trust
Recent Activity
Decreased -2.95%
0.28%
$1.117M
22,156 shares@ $50.42 avg price
TAt&t Inc
Recent Activity
Decreased -1.4%
0.28%
$1.103M
48,424 shares@ $22.78 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -9.49%
0.27%
$1.08M
2,383 shares@ $453.22 avg price
PJANInnovator Etfs Trust
Recent Activity
Decreased -8.63%
0.26%
$1.033M
24,459 shares@ $42.24 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -3.41%
0.25%
$1.003M
22,790 shares@ $44.02 avg price