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
$187M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$94.7M
2
+$59.4M
3
+$11.2M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$8.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.7M 50.59%
+458,268
2
$59.4M 31.71%
+525,782
3
$11.2M 5.99%
+184,684
4
$8.1M 4.33%
+287,214
5
$5.05M 2.7%
+55,162
6
$4.33M 2.31%
+268,638
7
$2.64M 1.41%
+140,230
8
$661K 0.35%
+5,415
9
$534K 0.29%
+1,348
10
$406K 0.22%
+1,721
11
$210K 0.11%
+576