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
$123M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M

Top Sells

1
+$22.7M
2
+$9.11M
3
+$7.68M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.89M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.38M

Sector Composition

1 Technology 0.22%
2 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.1M 45.57%
387,676
-157,083
2
$38.1M 30.96%
357,351
-85,411
3
$10.1M 8.2%
375,514
-285,662
4
$7.31M 5.94%
145,775
-57,694
5
$4.17M 3.38%
367,404
-121,662
6
$4.06M 3.3%
44,296
+39,467
7
$1.69M 1.37%
5,967
-21
8
$1.3M 1.05%
82,848
-24,974
9
$268K 0.22%
5,648
-360
10
– –
-2,432
11
– –
-1,158