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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
826
$19.3K ﹤0.01%
266
827
$19.1K ﹤0.01%
150
828
$19K ﹤0.01%
355
829
$18.9K ﹤0.01%
68
830
$18.9K ﹤0.01%
317
831
$18.5K ﹤0.01%
1,158
832
$18.4K ﹤0.01%
100
833
$18.3K ﹤0.01%
1,500
834
$18.1K ﹤0.01%
991
+191
835
$18K ﹤0.01%
254
836
$17.9K ﹤0.01%
60
837
$17.9K ﹤0.01%
211
838
$17.6K ﹤0.01%
500
839
$17.6K ﹤0.01%
105
+103
840
$17.4K ﹤0.01%
183
841
$17.4K ﹤0.01%
128
+27
842
$17.2K ﹤0.01%
300
843
$17.2K ﹤0.01%
800
844
$17.1K ﹤0.01%
1,698
845
$17.1K ﹤0.01%
479
+25
846
$17K ﹤0.01%
241
+53
847
$17K ﹤0.01%
225
848
$17K ﹤0.01%
500
849
$16.9K ﹤0.01%
168
-100
850
$16.6K ﹤0.01%
180
32 33
34
35 36