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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
VXUSVanguard Star Fds
Recent Activity
New Position
0.31%
$1.245M
21,130 shares@ $58.93 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.31%
$1.228M
27,883 shares@ $44.05 avg price
PFEPfizer Inc
Recent Activity
New Position
0.31%
$1.213M
45,715 shares@ $26.54 avg price
PJUNInnovator Etfs Trust
Recent Activity
Decreased -12.38%
0.3%
$1.192M
31,771 shares@ $37.52 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.3%
$1.178M
42,258 shares@ $27.88 avg price
CLColgate Palmolive Co
Recent Activity
New Position
0.29%
$1.162M
12,781 shares@ $90.92 avg price
NAPRInnovator Etfs Trust
Recent Activity
Decreased -2.95%
0.28%
$1.117M
22,156 shares@ $50.42 avg price
TAt&t Inc
Recent Activity
Decreased -1.4%
0.28%
$1.103M
48,424 shares@ $22.78 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 20.41%
0.28%
$1.102M
5,824 shares@ $189.22 avg price
GCOWPacer Fds Tr
Recent Activity
Increased 39.38%
0.28%
$1.088M
32,244 shares@ $33.75 avg price