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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
851
$16.6K ﹤0.01%
4,500
852
$16.5K ﹤0.01%
460
853
$16.5K ﹤0.01%
330
854
$16.5K ﹤0.01%
1,830
855
$16.4K ﹤0.01%
188
856
$16.4K ﹤0.01%
53
+14
857
$16.4K ﹤0.01%
360
+65
858
$16.2K ﹤0.01%
74
859
$16.2K ﹤0.01%
400
860
$16.1K ﹤0.01%
643
861
$16.1K ﹤0.01%
134
+60
862
$16K ﹤0.01%
700
863
$15.7K ﹤0.01%
87
864
$15.4K ﹤0.01%
232
865
$14.8K ﹤0.01%
2,151
866
$14.5K ﹤0.01%
430
867
$14.5K ﹤0.01%
305
868
$14.3K ﹤0.01%
2,225
869
$14.2K ﹤0.01%
580
870
$14.2K ﹤0.01%
100
871
$14.2K ﹤0.01%
110
872
$14.1K ﹤0.01%
284
873
$14K ﹤0.01%
1,383
874
$13.9K ﹤0.01%
950
875
$13.8K ﹤0.01%
41
+20
33 34
35
36 37