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
DUKDuke Energy Corp New Recent Activity Exited	0%	$203,000 1,758 shares@ $115.48 avg price	Exited
WMWaste Mgmt Inc Del Recent Activity Exited	0%	$201,000 967 shares@ $207.86 avg price	Exited
SPGIS&p Global Inc Recent Activity Exited	0%	$201,000 389 shares@ $516.71 avg price	Exited
MMacys Inc Recent Activity Exited	0%	$158,000 10,081 shares@ $15.68 avg price	Exited