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
$202M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$781K
3
+$702K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$329K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$221K

Top Sells

1
+$204K
2
+$171K

Sector Composition

1 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 50.9%
461,419
+3,151
2
$63.5M 31.46%
550,188
+24,406
3
$11.8M 5.83%
185,872
+1,188
4
$8M 3.96%
281,214
-6,000
5
$5.83M 2.88%
63,704
+8,542
6
$4.46M 2.21%
256,914
-11,724
7
$2.78M 1.38%
141,096
+866
8
$742K 0.37%
5,415
9
$589K 0.29%
1,376
+28
10
$466K 0.23%
1,721
11
$329K 0.16%
+19,020
12
$227K 0.11%
576
13
$221K 0.11%
+12,120
14
$204K 0.1%
+7,824