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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
MRKMerck & Co Inc
Recent Activity
Increased 0.1%
0.4%
$1.575M
15,829 shares@ $99.51 avg price
TOTLSsga Active Etf Tr
Recent Activity
Decreased -8.92%
0.39%
$1.545M
39,228 shares@ $39.39 avg price
SCHCSchwab Strategic Tr
Recent Activity
New Position
0.37%
$1.458M
42,474 shares@ $34.33 avg price
PHParker-hannifin Corp
Recent Activity
New Position
0.36%
$1.413M
2,221 shares@ $636.2 avg price
PSEPInnovator Etfs Trust
Recent Activity
Decreased -1.59%
0.35%
$1.373M
35,140 shares@ $39.08 avg price
BALTInnovator Etfs Trust
Recent Activity
Increased 2.62%
0.34%
$1.358M
43,233 shares@ $31.42 avg price
BDECInnovator Etfs Trust
Recent Activity
Increased 10.89%
0.34%
$1.328M
30,796 shares@ $43.13 avg price
BJULInnovator Etfs Trust
Recent Activity
Decreased -2.77%
0.33%
$1.32M
29,633 shares@ $44.55 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.32%
$1.271M
3,739 shares@ $339.94 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -4.8%
0.32%
$1.248M
28,776 shares@ $43.37 avg price