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