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
VTIVanguard Index Fds Recent Activity New Position	0.85%	$3.417M 11,791 shares@ $289.8 avg price	New Position
SCHBSchwab Strategic Tr Recent Activity New Position	0.8%	$3.194M 140,688 shares@ $22.71 avg price	New Position
RGLDRoyal Gold Inc Recent Activity New Position	0.68%	$2.722M 20,641 shares@ $131.88 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	0.64%	$2.557M 6,066 shares@ $421.53 avg price	New Position
FNDXSchwab Strategic Tr Recent Activity New Position	0.58%	$2.319M 97,938 shares@ $23.68 avg price	New Position
VXFVanguard Index Fds Recent Activity New Position	0.57%	$2.254M 11,863 shares@ $190.01 avg price	New Position
SCHMSchwab Strategic Tr Recent Activity New Position	0.56%	$2.215M 79,925 shares@ $27.72 avg price	New Position
VBVanguard Index Fds Recent Activity New Position	0.52%	$2.073M 8,628 shares@ $240.27 avg price	New Position
SCHVSchwab Strategic Tr Recent Activity New Position	0.48%	$1.915M 73,444 shares@ $26.08 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	0.47%	$1.877M 11,199 shares@ $167.61 avg price	New Position