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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
BOCTInnovator Etfs Trust
Recent Activity
Increased 24.09%
0.14%
$543,000
12,556 shares@ $43.25 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 7.62%
0.14%
$527,000
11,725 shares@ $44.95 avg price
ARLPAlliance Resource Partners L
Recent Activity
Increased 2.45%
0.14%
$525,000
19,971 shares@ $26.29 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.64%
0.13%
$504,000
2,646 shares@ $190.48 avg price
IOCTInnovator Etfs Trust
Recent Activity
Increased 26.57%
0.12%
$445,000
15,178 shares@ $29.32 avg price
KOCTInnovator Etfs Trust
Recent Activity
Increased 6.25%
0.11%
$430,000
14,062 shares@ $30.58 avg price
BNOVInnovator Etfs Trust
Recent Activity
Increased 21.68%
0.1%
$391,000
9,947 shares@ $39.31 avg price
BACBank America Corp
Recent Activity
Increased 0.25%
0.09%
$330,000
7,510 shares@ $43.95 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 3.3%
0.08%
$311,000
4,645 shares@ $66.96 avg price
LITGlobal X Fds
Recent Activity
Increased 44.67%
0.08%
$304,000
7,450 shares@ $40.81 avg price