test

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
MSFTMicrosoft Corp
Recent Activity
New Position
0.64%
$2.557M
6,066 shares@ $421.53 avg price
PDECInnovator Etfs Trust
Recent Activity
Increased 14.68%
0.59%
$2.363M
61,501 shares@ $38.43 avg price
FNDXSchwab Strategic Tr
Recent Activity
New Position
0.58%
$2.319M
97,938 shares@ $23.68 avg price
POCTInnovator Etfs Trust
Recent Activity
Increased 20.63%
0.58%
$2.319M
58,619 shares@ $39.57 avg price
PJULInnovator Etfs Trust
Recent Activity
Decreased -5.94%
0.57%
$2.256M
54,805 shares@ $41.17 avg price
VXFVanguard Index Fds
Recent Activity
New Position
0.57%
$2.254M
11,863 shares@ $190.01 avg price
SCHMSchwab Strategic Tr
Recent Activity
New Position
0.56%
$2.215M
79,925 shares@ $27.72 avg price
MMINNew York Life Invts Active E
Recent Activity
Decreased -13.18%
0.54%
$2.134M
89,524 shares@ $23.84 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.43%
0.53%
$2.121M
3,619 shares@ $586.08 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 3.62%
0.53%
$2.115M
10,052 shares@ $210.41 avg price