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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
BDECInnovator Etfs Trust
Recent Activity
Increased 10.89%
0.34%
$1.328M
30,796 shares@ $43.13 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 20.41%
0.28%
$1.102M
5,824 shares@ $189.22 avg price
GCOWPacer Fds Tr
Recent Activity
Increased 39.38%
0.28%
$1.088M
32,244 shares@ $33.75 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.75%
0.27%
$1.048M
5,899 shares@ $177.66 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 34.87%
0.21%
$806,000
14,738 shares@ $54.69 avg price
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 36.28%
0.2%
$787,000
34,104 shares@ $23.08 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2%
0.19%
$759,000
3,168 shares@ $239.59 avg price
SHMSpdr Ser Tr
Recent Activity
Increased 6.43%
0.19%
$739,000
15,603 shares@ $47.37 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.98%
0.15%
$576,000
1,138 shares@ $506.16 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.03%
0.14%
$561,000
4,079 shares@ $137.54 avg price