BWS
BCR Wealth Strategies LLC Portfolio
Invests via BCR Wealth Strategies LLC | Managed by BCR Wealth Strategies LLC
Invests via BCR Wealth Strategies LLC
Managed by BCR Wealth Strategies LLC
Automatically Tracked
Company Profile
With a robust focus on personalized wealth management solutions, BCR Wealth Strategies LLC stands as a notable player in the financial advisory space. The firm specializes in developing comprehensive strategies tailored to individual client needs, primarily serving high-net-worth families and individuals. Leveraging extensive market knowledge and strategic insights, it fosters enduring relationships that enhance clients' financial well-being. By combining experienced advisors with a commitment to ongoing education and professional development, BCR not only navigates the complexities of wealth but also empowers clients to realize their financial aspirations.
With a robust focus on personalized wealth management solutions, BCR Wealth Strategies LLC stands as a notable player in the financial advisory space. The firm specializes in developing comprehensive strategies tailored to individual client needs, primarily serving high-net-worth families and individuals. Leveraging extensive market knowledge and strategic insights, it fosters enduring relationships that enhance clients' financial well-being. By combining experienced advisors with a commitment to ongoing education and professional development, BCR not only navigates the complexities of wealth but also empowers clients to realize their financial aspirations.
Investment Philosophy & Strategy
Recognizing the nuances of wealth accumulation, BCR Wealth Strategies LLC implements a client-centered approach to financial management. By prioritizing holistic strategies that align with individual objectives, the firm demonstrates an understanding of diverse market conditions and personal aspirations. Capitalizing on its deep expertise in investment landscapes, it identifies bespoke opportunities tailored for affluent families and individuals. The commitment to forging lasting relationships allows them to navigate clients through financial complexities with confidence and clarity.
Recognizing the nuances of wealth accumulation, BCR Wealth Strategies LLC implements a client-centered approach to financial management. By prioritizing holistic strategies that align with individual objectives, the firm demonstrates an understanding of diverse market conditions and personal aspirations. Capitalizing on its deep expertise in investment landscapes, it identifies bespoke opportunities tailored for affluent families and individuals. The commitment to forging lasting relationships allows them to navigate clients through financial complexities with confidence and clarity.
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:
32.17%
Gain +0.76%
Monthly
0.37%
Yearly
4.47%
Drawdown
16.25%
$348.63M
Equity
Holdings
$348.63M
Investment
$279.14M
$70.22M
Profit +$2.91M
Realized
$723,337.02
Unrealized
$69.49M
Dividends
$18.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$2.91M
Win %
82%
This Week
Compared To Last Week
Gain
0.84%
Profit
$2.91M
Win %
82%
This Month
Compared to last month
Gain
0.73%
Profit
$2.52M
Win %
82%
This Year
Compared to last year
Gain
7.14%
Profit
$23.71M
Win %
83%
LRCX Lam Research Corporation
+6.12%
+$47,839.8 
NVDA NVIDIA Corporation
+3.17%
+$17,596.53 
EMR Emerson Electric Co.
+3.12%
+$16,220.99 
AVEM Avantis Emerging Markets Equity ETF
+2.98%
+$31,749 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.93%
+$699,342.77 
VUG Vanguard Growth ETF
+2.62%
+$12,527.76 
GLD SPDR Gold Shares
+2.57%
+$6,514.07 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$45,431 
AAPL Apple Inc.
+1.68%
+$10,431.25 
AVTM Avantis Total Equity Markets ETF
+1.64%
+$23,871.99 
DFAU Dimensional US Core Equity Market ETF
+1.57%
+$66,670.9 
VT Vanguard Total World Stock ETF
+1.53%
+$11,558.27 
PEP PepsiCo, Inc.
+1.46%
+$3,219.86 
VEU Vanguard FTSE All-World ex-US ETF
+1.4%
+$18,681.39 
AVUS Avantis U.S. Equity ETF
+1.36%
+$1.21M 
VXF Vanguard Extended Market ETF
+1.27%
+$10,998.84 
AVGE FRCL 3 2022Q3 Hb Float
+1.22%
+$5,101.97 
DXUV Dimensional US Vector Equity ETF
+0.87%
+$457,549.24 
AVDE Avantis International Equity ETF
+0.67%
+$204,711.6 
DE Deere & Company
+0.61%
+$3,284.18 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.53%
+$6,553.26 
DXIV Dimensional International Vector Equity ETF
+0.53%
+$100,108.65 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.16%
+$434.82 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$528.45 
DFCF Dimensional Core Fixed Income ETF
+0.09%
+$28,466.84 
AVIG Avantis Core Fixed Income ETF
+0.07%
+$23,585.89 
SO The Southern Company
+0.07%
+$466.2 
VCRB Vanguard Core Bond ETF
+0.06%
+$15,438.51 
ICSH iShares Short Treasury Bond ETF
+0.05%
+$2,059.1 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.02 
Events
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Dividends
Dividend Analysis
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| Trades 448 | Longs Won 246/448 54% | Profit Factor 11.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.37M |
| Average Win $311,885.87 | Best Trade (Jun 15) $26.03M | Sharpe Ratio -8.04 |
| Average Loss -$32,214.7 | Worst Trade (Jun 10) -$3.19M | Z-Score 2.74 (99.38%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 2d | Expectancy $156,733.38 |
| 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% | 0.23% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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