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
$217M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$3.28M
3
+$2.75M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.59M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.1M

Top Sells

1
+$2.39M
2
+$1.53M
3
+$422K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$409K
5
GM icon
General Motors
GM
+$390K

Sector Composition

1 Technology 4.53%
2 Financials 1.08%
3 Healthcare 0.47%
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%
+500
27
– –
-1,635
28
– –
-1,261
29
– –
-2,994
1
2