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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
MINOPimco Etf Tr
Recent Activity
Increased 3.95%
0.93%
$3.715M
82,454 shares@ $45.06 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.85%
$3.417M
11,791 shares@ $289.8 avg price
BONDPimco Etf Tr
Recent Activity
Increased 16.4%
0.84%
$3.343M
36,970 shares@ $90.43 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 55.1%
0.82%
$3.278M
14,940 shares@ $219.42 avg price
SCHBSchwab Strategic Tr
Recent Activity
New Position
0.8%
$3.194M
140,688 shares@ $22.71 avg price
PAUGInnovator Etfs Trust
Recent Activity
Decreased -0.09%
0.78%
$3.128M
81,253 shares@ $38.5 avg price
COWZPacer Fds Tr
Recent Activity
Increased 14.4%
0.73%
$2.926M
51,801 shares@ $56.49 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.73%
0.72%
$2.862M
21,309 shares@ $134.31 avg price
PMARInnovator Etfs Trust
Recent Activity
Decreased -6.76%
0.71%
$2.841M
70,691 shares@ $40.19 avg price
RGLDRoyal Gold Inc
Recent Activity
New Position
0.68%
$2.722M
20,641 shares@ $131.88 avg price