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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
701
$41.3K ﹤0.01%
955
702
$41.2K ﹤0.01%
915
703
$41.1K ﹤0.01%
635
704
$40.3K ﹤0.01%
327
+26
705
$40.3K ﹤0.01%
450
706
$40.1K ﹤0.01%
477
707
$40K ﹤0.01%
5,000
708
$39.7K ﹤0.01%
2,000
709
$39.5K ﹤0.01%
279
710
$39.3K ﹤0.01%
383
+53
711
$39.3K ﹤0.01%
1,663
712
$39.3K ﹤0.01%
201
+13
713
$39.1K ﹤0.01%
890
714
$38.8K ﹤0.01%
1,469
+469
715
$38.8K ﹤0.01%
478
716
$38.5K ﹤0.01%
2,925
717
$38.5K ﹤0.01%
1,175
718
$38.3K ﹤0.01%
1,400
719
$37.5K ﹤0.01%
96
720
$37.4K ﹤0.01%
2,024
721
$37.3K ﹤0.01%
415
722
$37.2K ﹤0.01%
227
723
$36.3K ﹤0.01%
179
+12
724
$36.2K ﹤0.01%
179
725
$36K ﹤0.01%
1,156
+184
27 28
29
30 31