We are live on ! Find out more
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
626
$64.5K ﹤0.01%
744
627
$63.5K ﹤0.01%
574
628
$63K ﹤0.01%
6,000
629
$62.8K ﹤0.01%
1,001
630
$62.7K ﹤0.01%
453
-130
631
$62.7K ﹤0.01%
600
632
$62.2K ﹤0.01%
1,482
633
$62K ﹤0.01%
1,500
+1,000
634
$61.6K ﹤0.01%
800
-1,230
635
$61.4K ﹤0.01%
+1,100
636
$61.1K ﹤0.01%
800
637
$61.1K ﹤0.01%
611
-39
638
$61.1K ﹤0.01%
+7,200
639
$60.9K ﹤0.01%
1,842
-190
640
$60.6K ﹤0.01%
1,113
-30
641
$59.8K ﹤0.01%
12,000
642
$59.2K ﹤0.01%
355
643
$58.9K ﹤0.01%
1,035
644
$58.7K ﹤0.01%
1,704
-762
645
$58.5K ﹤0.01%
275
646
$58.5K ﹤0.01%
11,825
647
$57.9K ﹤0.01%
2,200
648
$56.7K ﹤0.01%
1,500
649
$56.7K ﹤0.01%
711
-283
650
$56.7K ﹤0.01%
637
24 25
26
27 28