BWL
Beacon Wealthcare LLC Portfolio holdings
AUM $246M
AUM
$246M
AUM Growth
-$665K (-0.3%)
Cap. Flow
+$5.06M
Cap. Flow % of AUM
2.06%
Top 10 Holdings %Top 10 Hldgs %
98.07%
Holding
26
New
1
Increased
9
Reduced
4
Closed
4
Top Buys
| 1 | $1.76M | |
| 2 | $1.47M | |
| 3 | $1.37M | |
| 4 | $304K | |
| 5 | $238K |
Top Sells
| 1 | $244K | |
| 2 | $177K | |
| 3 | $33.1K | |
| 4 | $2.15K |
Sector Composition
| 1 | Technology | 0.65% |
| 2 | Utilities | 0.09% |
| 3 | Energy | 0.09% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -915 | Closed | – |
