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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
VBVanguard Index Fds
Recent Activity
New Position
0.52%
$2.073M
8,628 shares@ $240.27 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -23.34%
0.49%
$1.956M
21,095 shares@ $92.73 avg price
SCHVSchwab Strategic Tr
Recent Activity
New Position
0.48%
$1.915M
73,444 shares@ $26.08 avg price
PAPRInnovator Etfs Trust
Recent Activity
Decreased -2.95%
0.47%
$1.888M
51,449 shares@ $36.7 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.47%
$1.877M
11,199 shares@ $167.61 avg price
DBEFDbx Etf Tr
Recent Activity
New Position
0.47%
$1.867M
45,108 shares@ $41.39 avg price
IEMGIshares Inc
Recent Activity
Increased 17.6%
0.46%
$1.846M
35,353 shares@ $52.22 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.46%
$1.837M
17,324 shares@ $106.04 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.08%
0.45%
$1.796M
16,696 shares@ $107.58 avg price
PNOVInnovator Etfs Trust
Recent Activity
Increased 41.77%
0.45%
$1.773M
46,799 shares@ $37.89 avg price