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
$96.9M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$203K
3
+$112K
4
AAPL icon
Apple
AAPL
+$71.3K

Top Sells

1
+$345K
2
+$50.8K
3
+$39.5K

Sector Composition

1 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.3M 46.77%
334,031
-374
2
$38.9M 40.13%
376,899
+28,755
3
$6.17M 6.36%
113,414
+2,058
4
$3.5M 3.62%
329,736
-32,472
5
$1.29M 1.33%
49,128
+7,708
6
$1.16M 1.2%
68,856
-2,342
7
$576K 0.59%
13,724
+1,700