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
$181M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.96M
3
+$1.48M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$203K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$127K

Top Sells

1
+$3.24M
2
+$396K
3
+$239K

Sector Composition

1 Technology 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.3M 48.27%
462,925
-2,099
2
$52.1M 28.81%
509,403
-31,655
3
$14.3M 7.9%
554,144
+57,496
4
$10.3M 5.69%
206,018
+2,541
5
$7.04M 3.89%
76,911
+26,685
6
$5.72M 3.16%
388,548
+133,149
7
$2.5M 1.38%
159,286
+12,900
8
$548K 0.3%
4,011
+75
9
$542K 0.3%
1,437
+34
10
$271K 0.15%
1,056
11
$235K 0.13%
620
12
– –
-576