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
AMZNAmazon Com Inc Recent Activity Increased 55.1%	0.82%	$3.278M 14,940 shares@ $219.42 avg price	Increased 55.1%
COWZPacer Fds Tr Recent Activity Increased 14.4%	0.73%	$2.926M 51,801 shares@ $56.49 avg price	Increased 14.4%
NVDANvidia Corporation Recent Activity Increased 9.73%	0.72%	$2.862M 21,309 shares@ $134.31 avg price	Increased 9.73%
PDECInnovator Etfs Trust Recent Activity Increased 14.68%	0.59%	$2.363M 61,501 shares@ $38.43 avg price	Increased 14.68%
POCTInnovator Etfs Trust Recent Activity Increased 20.63%	0.58%	$2.319M 58,619 shares@ $39.57 avg price	Increased 20.63%
QQQMInvesco Exch Traded Fd Tr Ii Recent Activity Increased 3.62%	0.53%	$2.115M 10,052 shares@ $210.41 avg price	Increased 3.62%
IEMGIshares Inc Recent Activity Increased 17.6%	0.46%	$1.846M 35,353 shares@ $52.22 avg price	Increased 17.6%
PNOVInnovator Etfs Trust Recent Activity Increased 41.77%	0.45%	$1.773M 46,799 shares@ $37.89 avg price	Increased 41.77%
MRKMerck & Co Inc Recent Activity Increased 0.1%	0.4%	$1.575M 15,829 shares@ $99.51 avg price	Increased 0.1%
BALTInnovator Etfs Trust Recent Activity Increased 2.62%	0.34%	$1.358M 43,233 shares@ $31.42 avg price	Increased 2.62%