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
$247M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$602K
2 +$484K
3 +$459K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$357K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$341K

Sector Composition

1 Technology 0.73%
2 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,703
27
-4,605
28
-1,301