Instuitional Investor - Bcs Private Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Bcs Private Wealth Management, Inc.
Portfolio Value $279,346,564
Filing Period:
No. Security Ticker Shares Value % Port
1.
2023 Etf Series Trust
1,009,560 $31,558,846 11.3%
2. MSFT 26,279 $13,611,185 4.87%
3. JPM 38,593 $12,173,390 4.36%
4. BRK.A 23,857 $11,993,868 4.29%
5.
Ishares Tr
167,581 $8,886,821 3.18%