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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
951
$7.41K ﹤0.01%
82
-13
952
$7.3K ﹤0.01%
27
+26
953
$7.21K ﹤0.01%
224
954
$7.16K ﹤0.01%
335
+81
955
$7.11K ﹤0.01%
36
956
$6.99K ﹤0.01%
37
+14
957
$6.84K ﹤0.01%
61
958
$6.75K ﹤0.01%
1,500
+1,000
959
$6.74K ﹤0.01%
48
960
$6.61K ﹤0.01%
534
961
$6.53K ﹤0.01%
90
962
$6.47K ﹤0.01%
357
963
$6.45K ﹤0.01%
11
-5
964
$6.39K ﹤0.01%
222
965
$6.36K ﹤0.01%
150
966
$6.34K ﹤0.01%
59
967
$6.32K ﹤0.01%
67
968
$6.28K ﹤0.01%
336
969
$6.23K ﹤0.01%
583
970
$6.23K ﹤0.01%
+555
971
$6.2K ﹤0.01%
120
972
$6.2K ﹤0.01%
175
973
$6.19K ﹤0.01%
75
974
$6.1K ﹤0.01%
75
+53
975
$6.02K ﹤0.01%
43
+18
37 38
39
40 41