BWM
Brickley Wealth Management Portfolio holdings
AUM
$511M
This Quarter Return
-10.17%
1 Year Return
+11.97%
3 Year Return
+50.85%
5 Year Return
+70.84%
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(-3.8%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
7.88%
Top 10 Holdings %
Top 10 Hldgs %
81.16%
Holding
42
New
2
Increased
12
Reduced
9
Closed
3
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$5.12M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$4.63M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$4.44M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.52M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.01M |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.5M |
| 2 |
Vanguard Growth ETF
VUG
|
$543K |
| 3 |
General Motors
GM
|
$475K |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$364K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$308K |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Financials | 1.22% |
| 3 | Healthcare | 0.66% |
| 4 | Materials | 0.02% |
| 5 | Consumer Discretionary | 0% |
