BWL
Beacon Wealthcare LLC Portfolio holdings
AUM
$284M
1-Year Est. Return
12.19%
This Fund
S&P 500
1 Year Est. Return
+12.19%
AUM
$284M
AUM Growth
-$7.66M
(-2.6%)
Holding
26
Top Buys
| 1 | +$1.6M | |
| 2 | +$1.32M | |
| 3 | +$722K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$582K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$431K |
Top Sells
| 1 | +$4.59M | |
| 2 | +$614K | |
| 3 | +$336K | |
| 4 |
Apple
AAPL
|
+$9.11K |
Sector Composition
| 1 | Technology | 0.69% |
| 2 | Energy | 0.12% |
| 3 | Utilities | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab US Large- Cap ETF
SCHX
$68.4B
| $202K | 0.07% |
7,866
|
|