BCWM
Bartlett & Co Wealth Management Portfolio holdings
AUM
$7.56B
1-Year Est. Return
13.61%
1 Year Est. Return
+13.61%
AUM
$4.69B
AUM Growth
+$425M
(+10%)
Holding
1,244
Top Buys
| 1 | +$39.5M | |
| 2 | +$10.9M | |
| 3 | +$9.33M | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$8.51M |
| 5 |
Johnson & Johnson
JNJ
|
+$6.53M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$10.6M | |
| 3 | +$10.3M | |
| 4 |
RTX Corp
RTX
|
+$9.98M |
| 5 |
Mastercard
MA
|
+$6.86M |
Sector Composition
| 1 | Technology | 17.39% |
| 2 | Healthcare | 12.9% |
| 3 | Financials | 10.63% |
| 4 | Industrials | 9.63% |
| 5 | Communication Services | 8.86% |