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
751
$30.8K ﹤0.01%
1,012
752
$30.7K ﹤0.01%
4,220
+1,720
753
$30.5K ﹤0.01%
345
754
$30.5K ﹤0.01%
320
-8
755
$30.1K ﹤0.01%
544
756
$30K ﹤0.01%
354
+32
757
$29.9K ﹤0.01%
180
758
$29.8K ﹤0.01%
+1,800
759
$29.7K ﹤0.01%
113
-55
760
$29.2K ﹤0.01%
657
+22
761
$28.9K ﹤0.01%
675
762
$28.7K ﹤0.01%
300
763
$28.5K ﹤0.01%
3,107
764
$28.3K ﹤0.01%
255
765
$28.2K ﹤0.01%
400
766
$28.2K ﹤0.01%
161
+14
767
$28K ﹤0.01%
108
-7
768
$27.3K ﹤0.01%
1,787
769
$26.8K ﹤0.01%
366
770
$26.7K ﹤0.01%
3,000
771
$26.7K ﹤0.01%
120
772
$26.6K ﹤0.01%
1,900
773
$26.5K ﹤0.01%
394
774
$26.4K ﹤0.01%
105
-20
775
$26.4K ﹤0.01%
465
+52
29 30
31
32 33