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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
876
$13.8K ﹤0.01%
400
877
$13.5K ﹤0.01%
40
878
$13.5K ﹤0.01%
1,066
879
$13.4K ﹤0.01%
2,000
880
$13.4K ﹤0.01%
8
881
$13.3K ﹤0.01%
110
882
$13.2K ﹤0.01%
1,562
+243
883
$13.1K ﹤0.01%
67
-6
884
$12.8K ﹤0.01%
274
885
$12.8K ﹤0.01%
500
886
$12.7K ﹤0.01%
879
887
$12.6K ﹤0.01%
150
888
$12.6K ﹤0.01%
468
889
$12.6K ﹤0.01%
64
+60
890
$12.6K ﹤0.01%
1,000
-950
891
$12.4K ﹤0.01%
530
892
$12.4K ﹤0.01%
200
893
$12.1K ﹤0.01%
270
894
$12K ﹤0.01%
1,285
895
$12K ﹤0.01%
594
-500
896
$12K ﹤0.01%
1,307
897
$11.9K ﹤0.01%
182
898
$11.8K ﹤0.01%
167
899
$11.6K ﹤0.01%
484
900
$11.6K ﹤0.01%
260
34 35
36
37 38