BWM

BCO Wealth Management Portfolio holdings

AUM $166M
1-Year Est. Return 13.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$936K
3
+$727K
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$557K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$545K

Top Sells

1
+$230K
2
+$221K
3
+$21.8K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$7.38K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$3.19K

Sector Composition

1 Real Estate 1.74%
2 Financials 0.84%
3 Technology 0.52%
4 Energy 0.4%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.22%
3,475
27
$300K 0.2%
7,115
28
$296K 0.2%
19,954
29
$287K 0.19%
9,650
30
$283K 0.19%
26,519
31
$278K 0.18%
1,265
32
$260K 0.17%
1,821
33
$257K 0.17%
1,009
+15
34
$219K 0.14%
6,200
35
$165K 0.11%
13,710
36
$146K 0.1%
14,961
+3,171
37
$132K 0.09%
26,100
38
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