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
$246M
AUM Growth
-$665K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.47M
3
+$1.37M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$304K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$238K

Top Sells

1
+$244K
2
+$217K
3
+$213K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$206K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$179K

Sector Composition

1 Technology 0.65%
2 Utilities 0.09%
3 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-915
1
2