BWM
Brickley Wealth Management Portfolio holdings
AUM
$511M
This Quarter Return
+2.6%
1 Year Return
+11.97%
3 Year Return
+50.85%
5 Year Return
+70.84%
10 Year Return
–
AUM
$239M
AUM Growth
+$12.5M
(+5.5%)
Cap. Flow
+$6.63M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
80.52%
Holding
45
New
5
Increased
14
Reduced
11
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.88M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.55M |
| 3 |
Vanguard Value ETF
VTV
|
$1.47M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.44M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.13M |
Top Sells
| 1 |
Franklin Resources
BEN
|
$1.26M |
| 2 |
Visa
V
|
$898K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$522K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$428K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$364K |
Sector Composition
| 1 | Technology | 4.88% |
| 2 | Healthcare | 0.71% |
| 3 | Financials | 0.51% |
| 4 | Materials | 0.06% |
