BWM

BCO Wealth Management LLC Portfolio

Invests via BCO Wealth Management LLC | Managed by John Milo Overstreet, Lyle Harley Cole

Invests via BCO Wealth Management LLC

Managed by John Milo Overstreet, Lyle Harley Cole

Automatically Tracked

Tracking: 0 Updated: Yesterday at 07:00 PM

Company Profile

A regional wealth advisory firm focused on comprehensive financial planning, retirement income strategies and discretionary portfolio management for high-net-worth and affluent clients, BCO Wealth Management LLC operates as a fiduciary registered investment adviser. The firm emphasizes personalized asset allocation, tax-aware investing and risk management, often integrating SMA and ETF strategies alongside alternative exposure. Relevant to investors and RIAs, the company targets fee-based AUM growth, strategic partnerships with broker-dealers, and succession planning for private advisory practices.

Investment Philosophy & Strategy

Operates a fiduciary, client-first investment approach centered on personalized asset allocation and retirement-income planning for high-net-worth and affluent households. Blends tax-aware equity and fixed-income core strategies with SMA and ETF sleeve implementation and selective alternative exposures to enhance diversification and tax efficiency. Prioritizes discretionary portfolio management, risk-budgeting and downside protection while targeting fee-based AUM growth through strategic broker-dealer partnerships and RIA referrals. Emphasizes scalable operational processes, succession planning for advisory practices, and repeatable underwriting that balances long-term wealth accumulation with income sustainability.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

0.14%

Gain

Monthly

0.01%

Yearly

0.09%

Drawdown

19.45%

$182.58M

Equity

Holdings

$182.58M

Investment

$155.49M

$27.27M

Profit -$892,018.4

Realized

$180,709.09

Unrealized

$27.09M

Dividends

$5.3M

Goals

Avg. 48.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

97%

Today

Compared To Yesterday

Gain

Profit

-$892,018.4

Win %

73%

This Week

Compared To Last Week

Gain

0.11%

Profit

$192,046.66

Win %

73%

This Month

Compared to last month

Gain

0.13%

Profit

$233,676.46

Win %

73%

This Year

Compared to last year

Gain

-0.53%

Profit

-$977,542.63

Win %

75%

Gainers
Losers

IRM Iron Mountain Inc.

+2.29%

+$11,884.5

WTTR Select Water Solutions Inc.

+1.97%

+$7,951.71

COP ConocoPhillips

+1.47%

+$7,699.06

IXC iShares Global Energy ETF

+1.33%

+$7,979.3

CAT Caterpillar Inc.

+0.75%

+$2,438.3

WPC W. P. Carey Inc.

+0.51%

+$1,097.25

EPRT Essential Properties Realty Trust, Inc.

+0.4%

+$1,254.5

AAPL Apple Inc.

+0.2%

+$663.66

AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock

+0.2%

+$662.02

LEND SEI High Yield Bond & Alternative Credit ETF

+0.16%

+$871.8

BND Vanguard Total Bond Market Index Fund

+0.09%

+$3,164.72

DFCF Dimensional Core Fixed Income ETF

+0.06%

+$13,264.3

DFSD Dimensional Short-Duration Fixed Income ETF

+0.01%

+$1,789.89

CBRE CBRE Group Inc.

-2.12%

-$9,000.55

NVDA NVIDIA Corporation

-1.98%

-$10,814.22

PFLT PennantPark Floating Rate Capital Ltd.

-1.71%

-$1,502.37

DFEM Dimensional Emerging Markets Core Equity 2 ETF

-1.48%

-$149,520.12

MPT Medical Properties Trust, Inc.

-1.45%

-$1,827

EXR Extra Space Storage Inc.

-1.41%

-$7,286.44

MGK Vanguard Mega Cap Growth ETF

-1.41%

-$8,351.4

UMH UMH Properties, Inc.

-1.29%

-$4,090.57

SOXX iShares Semiconductor ETF

-1.26%

-$4,059.54

VSS Vanguard FTSE All-World ex-US Small-Cap ETF

-1.17%

-$3,157.72

STAG Stag Industrial Inc.

-1.11%

-$2,883

DFAT Dimensional US Targeted Value ETF

-0.97%

-$4,266.96

IJR iShares Core S&P Small-Cap ETF

-0.94%

-$2,406.72

VOO Vanguard S&P 500 ETF

-0.87%

-$3,690.46

IVV iShares Core S&P 500 ETF

-0.86%

-$6,078.43

DXUV Dimensional US Vector Equity ETF

-0.84%

-$4,749.79

DFUS Dimensional U.S. Equity Market ETF

-0.84%

-$20,586.15

AMZN Amazon.com Inc

-0.84%

-$2,652.31

DFAX Dimensional World ex U.S. Core Equity 2 ETF

-0.84%

-$24,070.9

DFAS Dimensional U.S. Small Cap ETF

-0.81%

-$6,836.28

DCOR Dimensional US Core Equity 1 ETF

-0.78%

-$261,269.51

DFAC Dimensional U.S. Core Equity 2 ETF

-0.74%

-$292,377.93

APLE Apple Hospitality REIT, Inc.

-0.74%

-$1,713.75

DFIC Dimensional International Core Equity Market ETF

-0.52%

-$103,756.96

BRK-B Berkshire Hathaway Inc.

-0.41%

-$2,043.1

MGV Vanguard Mega Cap Value ETF

-0.32%

-$1,685.84

XLRE The Real Estate Select Sector SPDR Fund

-0.19%

-$604.77

BRK-A Berkshire Hathaway Inc.

-0.18%

-$1,364.22

MUB iShares National Muni Bond ETF

-0.08%

-$7,071.32

DFLV Dimensional US Large Cap Value ETF

-0.06%

-$232.87

DFNM Dimensional National Municipal Bond ETF

-0.05%

-$2,803.43

SUB iShares Short-Term National Muni Bond ETF

-0.01%

-$591.91

Events

Dividends

Dividend Analysis

No Data

Trades 164	Longs Won 118/164 71%	Profit Factor 106.26
Profitability	Shorts Won 0/0 0%	Standard Deviation $796,922.21
Average Win $233,306.54	Best Trade (Jul 16) $7.18M	Sharpe Ratio -16.53
Average Loss -$5,632.06	Worst Trade (Jul 16) -$71,834.88	Z-Score 6.28 (100%)
Commissions $0	Avg. Trade Length 10m 4d	Expectancy $166,287.18

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	32,258	29,032	25,806	22,581	19,355	16,129	12,903	9,677	6,452	3,226