BWM

BCO Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 12.67%
This Quarter Est. Return
1 Year Est. Return
+12.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$865K
3
+$842K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$637K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$542K

Top Sells

1
+$608K
2
+$302K
3
+$100K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.33K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$5.96K

Sector Composition

1 Real Estate 1.86%
2 Technology 0.47%
3 Energy 0.39%
4 Financials 0.35%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$312K 0.22%
3,475
+287
27
$308K 0.22%
9,650
28
$295K 0.21%
7,115
29
$278K 0.2%
+1,265
30
$245K 0.17%
+1,821
31
$230K 0.16%
+592
32
$229K 0.16%
26,519
33
$225K 0.16%
6,200
34
$204K 0.15%
+994
35
$160K 0.11%
13,710
36
$112K 0.08%
26,100
37
$108K 0.08%
+11,790
1
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