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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
1076
$2.47K ﹤0.01%
+46
1077
$2.44K ﹤0.01%
+21
1078
$2.42K ﹤0.01%
+33
1079
$2.34K ﹤0.01%
750
1080
$2.34K ﹤0.01%
177
1081
$2.32K ﹤0.01%
200
1082
$2.29K ﹤0.01%
63
1083
$2.06K ﹤0.01%
100
1084
$2.05K ﹤0.01%
15
1085
$2.03K ﹤0.01%
10
1086
$2.03K ﹤0.01%
33
1087
$2K ﹤0.01%
54
+23
1088
$1.98K ﹤0.01%
51
1089
$1.96K ﹤0.01%
113
1090
$1.94K ﹤0.01%
300
1091
$1.77K ﹤0.01%
55
1092
$1.73K ﹤0.01%
50
1093
$1.72K ﹤0.01%
21
1094
$1.62K ﹤0.01%
138
1095
$1.61K ﹤0.01%
10
1096
$1.55K ﹤0.01%
95
-8
1097
$1.54K ﹤0.01%
20
1098
$1.5K ﹤0.01%
15
1099
$1.48K ﹤0.01%
44
1100
$1.4K ﹤0.01%
+34
42 43
44
45 46