BCWM
Bartlett & Co Wealth Management Portfolio holdings
AUM
$7.56B
1-Year Est. Return
13.61%
1 Year Est. Return
+13.61%
AUM
$7.56B
AUM Growth
+$392M
(+5.5%)
Holding
1,300
Top Buys
| 1 | +$35.6M | |
| 2 | +$20.6M | |
| 3 | +$13.4M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$11M |
| 5 |
Eaton
ETN
|
+$7.3M |
Top Sells
| 1 | +$15.1M | |
| 2 | +$10.4M | |
| 3 | +$8.69M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$7.8M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$7.05M |
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 | |
|---|---|---|---|---|---|---|
1276
Dentsply Sirona
XRAY
$2.26B
| – | – |
-750
|
|
||
|
ONC
1277
BeOne Medicines Ltd
ONC
$37.4B
| – | – |
-4
|
|