BWM

Brickley Wealth Management Portfolio holdings

AUM $574M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$3.74M
3
+$2.62M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.02M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.2M

Top Sells

1
+$10.2M
2
+$1.68M
3
+$696K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$464K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$421K

Sector Composition

1 Technology 4.7%
2 Financials 1.21%
3 Healthcare 0.4%
4 Consumer Discretionary 0.39%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-107,710
1
2