Portfolio (Quarterly)
Guide ↗
BCU Wealth Advisors, LLC
· CIK 0002003570| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | EME | EMCOR GROUP INC | Industrials | 332.0 | $216K | 0.09% | NEW | — | $649.78 | +27.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
30.5%
Financial Services
23.5%
Technology
13.9%
Consumer Defensive
11.6%
Industrials
8.0%
Energy
4.6%
Utilities
3.0%
Consumer Cyclical
2.5%
Communication Services
2.4%