BWM

BCO Wealth Management Portfolio holdings

AUM $152M
1-Year Est. Return 8.48%
This Quarter Est. Return
1 Year Est. Return
+8.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$19.7M
3
+$16M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$11.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 2.1%
2 Energy 0.55%
3 Financials 0.38%
4 Technology 0.18%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.26%
+3,188
27
$302K 0.25%
+9,650
28
$289K 0.24%
+7,115
29
$213K 0.18%
+850
30
$212K 0.18%
+585
31
$210K 0.18%
+13,710
32
$210K 0.17%
+6,200
33
$206K 0.17%
+383
34
$103K 0.09%
+26,100
1
2