BCS Wealth Management
BCS Wealth Management latest Q1_2021 13F filings reported $210,708,000 in market value on this 2021-04-28 report date . The portfolio quarterly return is 9.42%. This fund has 156 securities concentrations of 100% weights.
BCS Wealth Management largest holding is Vanguard S&P 500 ETF with weight of 8.57% and $18,066,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|