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
$131M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.42M
3
+$309K
4
AAPL icon
Apple
AAPL
+$2.77K

Top Sells

1
+$122K
2
+$120K
3
+$38.6K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$15.9K

Sector Composition

1 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.6M 45.35%
397,121
+9,445
2
$42.3M 32.2%
384,604
+27,253
3
$10.2M 7.76%
371,076
-4,438
4
$7.74M 5.89%
151,835
+6,060
5
$4.28M 3.26%
364,122
-3,282
6
$3.94M 3%
42,988
-1,308
7
$1.75M 1.33%
5,967
8
$1.31M 1%
81,856
-992
9
$282K 0.21%
5,704
+56