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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -9.49%
0.27%
$1.08M
2,383 shares@ $453.22 avg price
SCHESchwab Strategic Tr
Recent Activity
New Position
0.27%
$1.076M
40,397 shares@ $26.64 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.75%
0.27%
$1.048M
5,899 shares@ $177.66 avg price
PJANInnovator Etfs Trust
Recent Activity
Decreased -8.63%
0.26%
$1.033M
24,459 shares@ $42.24 avg price
VBRVanguard Index Fds
Recent Activity
New Position
0.26%
$1.03M
5,197 shares@ $198.2 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -3.41%
0.25%
$1.003M
22,790 shares@ $44.02 avg price
IUSBIshares Tr
Recent Activity
New Position
0.25%
$981,000
21,713 shares@ $45.19 avg price
BJUNInnovator Etfs Trust
Recent Activity
Decreased -15.56%
0.25%
$981,000
23,630 shares@ $41.52 avg price
SCHZSchwab Strategic Tr
Recent Activity
New Position
0.23%
$917,000
40,380 shares@ $22.71 avg price
VHTVanguard World Fd
Recent Activity
0.23%
$913,000
3,600 shares@ $253.62 avg price