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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
ITOTIshares Tr
Recent Activity
New Position
0.23%
$898,000
6,978 shares@ $128.7 avg price
VBKVanguard Index Fds
Recent Activity
New Position
0.22%
$864,000
3,086 shares@ $279.98 avg price
MMITNew York Life Invts Active E
Recent Activity
Decreased -15.81%
0.21%
$843,000
35,122 shares@ $24.01 avg price
IVVIshares Tr
Recent Activity
New Position
0.21%
$830,000
1,409 shares@ $589.08 avg price
NFLXNetflix Inc
Recent Activity
Decreased -1.49%
0.21%
$822,000
922 shares@ $891.55 avg price
WMTWalmart Inc
Recent Activity
New Position
0.21%
$816,000
9,029 shares@ $90.38 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -9.12%
0.21%
$812,000
886 shares@ $916.48 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 34.87%
0.21%
$806,000
14,738 shares@ $54.69 avg price
MARMarriott Intl Inc New
Recent Activity
New Position
0.2%
$793,000
2,842 shares@ $279.03 avg price
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 36.28%
0.2%
$787,000
34,104 shares@ $23.08 avg price