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BCWM

Bartlett & Co Wealth Management Portfolio holdings

AUM $7.82B
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.56B
AUM Growth
+$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,300
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$20.5M
3
+$13.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.9M
5
ETN icon
Eaton
ETN
+$7.09M

Top Sells

1
+$15M
2
+$9.58M
3
+$8.65M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.99M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.73M

Sector Composition

1 Technology 23.12%
2 Financials 13.29%
3 Healthcare 9.02%
4 Communication Services 8.16%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$90.2K ﹤0.01%
393
-17
577
$90.1K ﹤0.01%
260
-13
578
$89.6K ﹤0.01%
3,747
579
$89.2K ﹤0.01%
11,170
580
$88.7K ﹤0.01%
4,922
-500
581
$88.7K ﹤0.01%
800
582
$87.8K ﹤0.01%
2,000
583
$86.5K ﹤0.01%
1,319
584
$86.2K ﹤0.01%
1,816
+79
585
$85.7K ﹤0.01%
800
586
$83.8K ﹤0.01%
282
587
$83.6K ﹤0.01%
2,000
588
$82.8K ﹤0.01%
1,964
-41
589
$82.5K ﹤0.01%
335
590
$82.5K ﹤0.01%
2,087
+850
591
$81.9K ﹤0.01%
1,765
-238
592
$80.8K ﹤0.01%
452
593
$80.3K ﹤0.01%
310
594
$78.4K ﹤0.01%
1,228
595
$78.3K ﹤0.01%
900
596
$78.1K ﹤0.01%
536
597
$78K ﹤0.01%
589
+40
598
$77.6K ﹤0.01%
1,824
599
$75.8K ﹤0.01%
445
+40
600
$75.7K ﹤0.01%
1,037
+34
22 23
24
25 26