BWL

Beacon Wealthcare LLC Portfolio holdings

AUM $285M
1-Year Est. Return 10.69%
This Quarter Est. Return
1 Year Est. Return
+10.69%
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 +$1.64M
2 +$1.16M
3 +$769K
4
VUG icon
Vanguard Growth ETF
VUG
+$601K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$521K

Top Sells

1 +$637K
2 +$444K
3 +$336K

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