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
$139M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.86M
3
+$590K
4
MSFT icon
Microsoft
MSFT
+$291K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$19K

Top Sells

1
+$379K
2
+$246K
3
+$12K

Sector Composition

1 Technology 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.8M 44.53%
409,471
+12,350
2
$47.2M 34.01%
419,853
+35,249
3
$9.93M 7.15%
357,424
-13,652
4
$8.17M 5.88%
163,649
+11,814
5
$4.06M 2.93%
343,374
-20,748
6
$3.94M 2.84%
43,006
+18
7
$1.79M 1.29%
6,031
+64
8
$1.29M 0.93%
81,104
-752
9
$324K 0.23%
5,780
+76
10
$291K 0.21%
+2,093