Portfolio (Quarterly)
Guide ↗
BCWM, LLC
· CIK 0001542165| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MDT | MEDTRONIC PLC | Healthcare | 83,522 | $8.0M | 2.40% | SOLD |
| 2 | ECH | ISHARES INC | — | 113,355 | $4.6M | 1.37% | SOLD |
| 3 | EWZ | ISHARES INC | — | 122,017 | $3.9M | 1.16% | SOLD |
| 4 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,713 | $275K | 0.08% | SOLD |
| 5 | GLD | SPDR GOLD TR | Financial Services | 536 | $212K | 0.06% | SOLD |
Sector Allocation
Industrials
17.2%
Technology
16.4%
Financial Services
12.2%
Consumer Cyclical
11.4%
Consumer Defensive
10.2%
Utilities
9.4%
Healthcare
6.8%
Communication Services
6.2%
Energy
5.9%
Real Estate
4.3%