BWL

Beacon Wealthcare LLC Portfolio holdings

AUM $291M
1-Year Est. Return 13.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.12M
3 +$762K
4
VUG icon
Vanguard Growth ETF
VUG
+$582K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$498K

Top Sells

1 +$636K
2 +$442K
3 +$323K

Sector Composition

1 Technology 0.98%
2 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$209K 0.08%
+428
27
$201K 0.08%
+8,889