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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
1051
$2.98K ﹤0.01%
240
1052
$2.9K ﹤0.01%
77
1053
$2.86K ﹤0.01%
+14
1054
$2.85K ﹤0.01%
+20
1055
$2.84K ﹤0.01%
+93
1056
$2.84K ﹤0.01%
5
+4
1057
$2.81K ﹤0.01%
66
+55
1058
$2.77K ﹤0.01%
39
1059
$2.74K ﹤0.01%
36
+34
1060
$2.73K ﹤0.01%
+49
1061
$2.72K ﹤0.01%
+86
1062
$2.71K ﹤0.01%
+190
1063
$2.71K ﹤0.01%
21
+20
1064
$2.7K ﹤0.01%
9
+8
1065
$2.7K ﹤0.01%
140
-66
1066
$2.59K ﹤0.01%
9
-6
1067
$2.59K ﹤0.01%
+6
1068
$2.59K ﹤0.01%
30
1069
$2.59K ﹤0.01%
255
1070
$2.56K ﹤0.01%
2
1071
$2.56K ﹤0.01%
115
1072
$2.54K ﹤0.01%
+505
1073
$2.53K ﹤0.01%
1,333
1074
$2.49K ﹤0.01%
+52
1075
$2.49K ﹤0.01%
14
-17
41 42
43
44 45