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

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
-887