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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
976
$6.02K ﹤0.01%
1,000
-1,000
977
$5.98K ﹤0.01%
102
978
$5.87K ﹤0.01%
59
979
$5.76K ﹤0.01%
138
980
$5.75K ﹤0.01%
92
981
$5.72K ﹤0.01%
32
982
$5.67K ﹤0.01%
135
983
$5.61K ﹤0.01%
225
984
$5.54K ﹤0.01%
16
-35
985
$5.54K ﹤0.01%
115
986
$5.49K ﹤0.01%
17
+10
987
$5.42K ﹤0.01%
163
988
$5.37K ﹤0.01%
542
+461
989
$5.27K ﹤0.01%
+4
990
$5.21K ﹤0.01%
270
991
$5.16K ﹤0.01%
41
992
$5.08K ﹤0.01%
115
993
$5.07K ﹤0.01%
117
994
$5.04K ﹤0.01%
164
995
$5.02K ﹤0.01%
+52
996
$5.01K ﹤0.01%
40
+39
997
$4.98K ﹤0.01%
+74
998
$4.87K ﹤0.01%
59
999
$4.85K ﹤0.01%
197
-403
1000
$4.84K ﹤0.01%
133
38 39
40
41 42