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
CORPPimco Etf Tr
Recent Activity
Increased 7.42%
0.07%
$280,000
2,939 shares@ $95.28 avg price
AMATApplied Matls Inc
Recent Activity
Increased 0.13%
0.07%
$268,000
1,648 shares@ $162.63 avg price
SHYDVaneck Etf Trust
Recent Activity
Increased 15.74%
0.07%
$256,000
11,383 shares@ $22.49 avg price
BXBlackstone Inc
Recent Activity
Increased 0.14%
0.07%
$254,000
1,472 shares@ $172.56 avg price
BSMBlack Stone Minerals L P
Recent Activity
Increased 2.27%
0.06%
$211,000
14,450 shares@ $14.61 avg price