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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
776
$26.4K ﹤0.01%
200
777
$26.3K ﹤0.01%
460
778
$26.3K ﹤0.01%
3,000
779
$26.1K ﹤0.01%
54
780
$25.8K ﹤0.01%
1,964
+225
781
$25.7K ﹤0.01%
96
-11
782
$25.6K ﹤0.01%
450
783
$25.5K ﹤0.01%
540
-13
784
$25.4K ﹤0.01%
308
+35
785
$25.4K ﹤0.01%
280
-2
786
$25.4K ﹤0.01%
286
-174
787
$25.3K ﹤0.01%
317
788
$25.3K ﹤0.01%
159
789
$25.1K ﹤0.01%
1,200
-175
790
$25.1K ﹤0.01%
200
-232
791
$25K ﹤0.01%
545
792
$24.9K ﹤0.01%
50
793
$24.8K ﹤0.01%
197
+23
794
$24.8K ﹤0.01%
132
+25
795
$24.8K ﹤0.01%
210
-133
796
$24.6K ﹤0.01%
547
797
$24.5K ﹤0.01%
2,100
798
$24K ﹤0.01%
163
799
$23.8K ﹤0.01%
142
800
$23.2K ﹤0.01%
145
30 31
32
33 34