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
$170M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$903K
3
+$364K
4
AAPL icon
Apple
AAPL
+$6.91K

Top Sells

1
+$1.44M
2
+$1.07M
3
+$572K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$451K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$84.3K

Sector Composition

1 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.6M 48.65%
460,412
-2,513
2
$49.8M 29.32%
518,812
+9,409
3
$13M 7.68%
530,862
-23,282
4
$9.5M 5.6%
214,225
+8,207
5
$5.6M 3.3%
61,169
-15,742
6
$4.37M 2.57%
311,925
-76,623
7
$2.16M 1.27%
153,292
-5,994
8
$1.72M 1.01%
4,810
+3,373
9
$561K 0.33%
4,061
+50
10
$246K 0.14%
1,056
11
$222K 0.13%
620