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
$152M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$12.4M
3
+$5.86M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$367K

Sector Composition

1 Technology 0.16%
2 Utilities 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.5M 45.89%
544,759
+189,008
2
$46.1M 30.45%
442,762
+56,213
3
$17.5M 11.55%
661,176
+467,758
4
$9.27M 6.12%
203,469
+78,128
5
$4.88M 3.22%
489,066
+143,166
6
$1.53M 1.01%
107,822
+35,818
7
$1.5M 0.99%
+5,988
8
$442K 0.29%
4,829
+1,802
9
$266K 0.18%
+1,158
10
$237K 0.16%
6,008
+284
11
$210K 0.14%
2,432
-4,249