BWI

Beacon Wealthcare Inc Portfolio holdings

AUM $172M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$36.8M
3
+$6.09M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.9M 48.08%
+334,405
2
$36.8M 38.5%
+348,144
3
$6.09M 6.38%
+111,356
4
$3.9M 4.08%
+362,208
5
$1.21M 1.27%
+71,198
6
$1.1M 1.16%
+41,420
7
$509K 0.53%
+12,024