BWL
Beacon Wealthcare LLC Portfolio holdings
AUM
$285M
1-Year Est. Return
10.69%
1 Year Est. Return
+10.69%
AUM
$265M
AUM Growth
+$19.3M
(+7.9%)
Holding
26
Top Buys
| 1 | +$741K | |
| 2 | +$652K | |
| 3 | +$381K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$258K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$234K |
Top Sells
| 1 | +$611K | |
| 2 | +$274K | |
| 3 | +$225K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$130K |
| 5 |
Vanguard Total Bond Market
BND
|
+$103K |
Sector Composition
| 1 | Technology | 0.64% |
| 2 | Energy | 0.08% |
| 3 | Utilities | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Duke Energy
DUK
$96.7B
| – | – |
-1,848
|
|