BWM

Brickley Wealth Management Portfolio holdings

AUM $593M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
+$12.4M
2
+$3.85M
3
+$2.73M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.22M

Top Sells

1
+$10.2M
2
+$1.73M
3
+$705K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$471K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$428K

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