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:
84.61%
Gain +2.73%
Monthly
0.93%
Yearly
11.82%
Drawdown
21.24%
$362.96M
Equity
Holdings
$362.96M
Investment
$290.46M
$73.66M
Profit +$4.12M
Realized
$1.15M
Unrealized
$72.51M
Dividends
$20.33M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.73%
Profit
$4.12M
Win %
76%
This Week
Compared To Last Week
Gain
2.07%
Profit
$7.35M
Win %
76%
This Month
Compared to last month
Gain
2.07%
Profit
$7.35M
Win %
76%
This Year
Compared to last year
Gain
1.86%
Profit
$6.62M
Win %
77%
NVDA NVIDIA Corporation
+2.93%
+$13,721.15 
WFC Wells Fargo & Company
+1.19%
+$3,469.02 
EMR Emerson Electric Co.
+0.79%
+$4,308.22 
AVTM Avantis Total Equity Markets ETF
+0.78%
+$11,329.08 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$19,330.9 
AVUS Avantis U.S. Equity ETF
+0.57%
+$496,267.2 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$97,785.12 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$2,173.08 
DXUV Dimensional US Vector Equity ETF
+0.29%
+$152,647.56 
VT Vanguard Total World Stock ETF
+0.26%
+$1,944.63 
SO The Southern Company
+0.21%
+$1,340.6 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$964.44 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$296.38 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$151.64 
ICSH iShares Short Treasury Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$52,865.12 
LRCX Lam Research Corporation
-1.58%
-$10,011.02 
GLD SPDR Gold Shares
-1.49%
-$3,686.71 
DE Deere & Company
-1.13%
-$6,371.59 
LOW Lowe's Companies Inc.
-1.08%
-$3,143.95 
VNQ Vanguard Real Estate ETF
-0.54%
-$83,827.44 
AVDE Avantis International Equity ETF
-0.46%
-$160,362.72 
PEP PepsiCo, Inc.
-0.46%
-$976.64 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$867.9 
VXF Vanguard Extended Market ETF
-0.3%
-$2,573.04 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$99,059.28 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$89,646.59 
VCRB Vanguard Core Bond ETF
-0.25%
-$73,665.8 
DXIV Dimensional International Vector Equity ETF
-0.23%
-$52,461.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$728.16 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,408.22 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$406.5 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 466 | Longs Won 249/466 53% | Profit Factor 10.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $327,044.25 | Best Trade (Aug 10) $26.79M | Sharpe Ratio -9.28 |
| Average Loss -$35,830.21 | Worst Trade (Aug 02) -$3.32M | Z-Score 0.24 (19.14%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 1d | Expectancy $158,066.23 |
| 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% | 0.27% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for BCR Wealth Strategies LLC?
The largest contributions to the portfolio's profits come from the following stocks: Avantis Core Fixed Income ETF - $4.09M, Avantis U.S. Equity ETF - $3.86M, Dimensional Core Fixed Income ETF - $3.81M, Avantis International Equity ETF - $2.67M, and Vanguard Real Estate ETF - $1.63M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Dimensional US Core Equity Market ETF - $92,036.04, ProAssurance Corporation - $49,577.71, International Business Machines Corporation - $44,478.91, Vanguard Growth ETF - $42,033.81, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $26,373.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does BCR Wealth Strategies LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.33M earned over time. The largest contributors to dividend income include Avantis Core Fixed Income ETF - $4.14M, Dimensional Core Fixed Income ETF - $3.81M, Avantis U.S. Equity ETF - $3.39M, Avantis International Equity ETF - $2.74M, and Vanguard Real Estate ETF - $1.65M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are BCR Wealth Strategies LLC's monthly returns?
BCR Wealth Strategies LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can BCR Wealth Strategies LLC's strategy be considered aggressive or moderate?
BCR Wealth Strategies LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow BCR Wealth Strategies LLC's strategy?
BCR Wealth Strategies LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
