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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
651
$56.3K ﹤0.01%
59
+3
652
$56.2K ﹤0.01%
1,012
653
$56K ﹤0.01%
200
654
$55.9K ﹤0.01%
4,481
655
$55.7K ﹤0.01%
1,225
656
$54.5K ﹤0.01%
2,214
+314
657
$54.3K ﹤0.01%
582
658
$54K ﹤0.01%
+2,160
659
$53.8K ﹤0.01%
1,252
+138
660
$53.3K ﹤0.01%
526
+25
661
$53.1K ﹤0.01%
574
662
$53K ﹤0.01%
322
-23
663
$52.8K ﹤0.01%
377
+75
664
$52.5K ﹤0.01%
2,871
665
$52.4K ﹤0.01%
800
666
$52.1K ﹤0.01%
500
667
$51.9K ﹤0.01%
696
668
$51.8K ﹤0.01%
+518
669
$51.1K ﹤0.01%
2,400
670
$50.3K ﹤0.01%
482
671
$49.3K ﹤0.01%
800
672
$48.8K ﹤0.01%
2,000
673
$48.7K ﹤0.01%
2,000
674
$48.3K ﹤0.01%
1,830
675
$47.9K ﹤0.01%
+1,286
25 26
27
28 29