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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
1126
$518 ﹤0.01%
3
-31
1127
$517 ﹤0.01%
6
1128
$515 ﹤0.01%
+11
1129
$454 ﹤0.01%
2
1130
$401 ﹤0.01%
31
1131
$393 ﹤0.01%
250
1132
$383 ﹤0.01%
11
1133
$381 ﹤0.01%
50
1134
$355 ﹤0.01%
100
1135
$318 ﹤0.01%
1
1136
$314 ﹤0.01%
1
1137
$288 ﹤0.01%
1
1138
$284 ﹤0.01%
60
1139
$279 ﹤0.01%
56
1140
$270 ﹤0.01%
56
1141
$257 ﹤0.01%
+1
1142
$254 ﹤0.01%
250
1143
$253 ﹤0.01%
3
+1
1144
$249 ﹤0.01%
5
1145
$245 ﹤0.01%
1
1146
$223 ﹤0.01%
+9
1147
$223 ﹤0.01%
25
1148
$222 ﹤0.01%
2
1149
$219 ﹤0.01%
+8
1150
$217 ﹤0.01%
1
44 45
46
47 48