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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
SPDWSpdr Index Shs Fds
Recent Activity
Increased 4.33%
1.13%
$4.535M
132,883 shares@ $34.13 avg price
BSCYInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 238.57%
1.1%
$4.403M
217,790 shares@ $20.22 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 16.56%
1.08%
$4.341M
8,492 shares@ $511.19 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 32.19%
1.08%
$4.319M
235,499 shares@ $18.34 avg price
FLRNSpdr Ser Tr
Recent Activity
Increased 11.53%
1.06%
$4.244M
138,102 shares@ $30.74 avg price
BSCWInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 6.49%
1.04%
$4.175M
207,604 shares@ $20.12 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 32.75%
1.03%
$4.122M
251,801 shares@ $16.38 avg price
BSCVInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 12.22%
1.01%
$4.056M
252,739 shares@ $16.05 avg price
MINOPimco Etf Tr
Recent Activity
Increased 3.95%
0.93%
$3.715M
82,454 shares@ $45.06 avg price
BONDPimco Etf Tr
Recent Activity
Increased 16.4%
0.84%
$3.343M
36,970 shares@ $90.43 avg price