Instuitional Investor - Bcs Private Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Bcs Private Wealth Management, Inc.
Portfolio Value $332,053,501
Filing Period:
No. Security Ticker Shares Value % Port
1.
2023 Etf Series Trust - EAGL CAP SEL ETF
963,385 $30,992,095 9.33%
2. BRK-B 25,118 $12,568,796 3.79%
3. JPM 35,945 $11,765,785 3.54%
4. IEF 99,972 $10,903,946 3.28%
5. MSFT 26,332 $9,822,368 2.96%