BWM

Brickley Wealth Management Portfolio holdings

AUM $511M
1-Year Est. Return 11.97%
This Quarter Est. Return
1 Year Est. Return
+11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$2.41M
2 +$1.55M
3 +$408K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$407K
5
GM icon
General Motors
GM
+$390K

Sector Composition

1 Technology 4.55%
2 Financials 1.08%
3 Healthcare 0.46%
4 Real Estate 0.09%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$41K 0.02%
+10,000
27
-1,635
28
-1,261
29
-2,994