BWM

Brickley Wealth Management Portfolio holdings

AUM $574M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$218K
3
+$216K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$207K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$102K

Top Sells

1
+$1.88M
2
+$182K
3
+$123K
4
VB icon
Vanguard Small-Cap ETF
VB
+$54.5K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$54.1K

Sector Composition

1 Technology 14.69%
2 Healthcare 0.3%
3 Communication Services 0.09%
4 Financials 0.08%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$997K 0.25%
2,928
+107
27
$987K 0.25%
10,178
+672
28
$942K 0.24%
9,749
29
$406K 0.1%
7,639
-170
30
$368K 0.09%
1,282
31
$357K 0.09%
6,049
32
$325K 0.08%
954
+35
33
$305K 0.08%
3,760
34
$251K 0.06%
3,233
+58
35
$246K 0.06%
2,513
+236
36
$246K 0.06%
3,143
37
$237K 0.06%
4,109
-3,154
38
$222K 0.06%
1,007
-22
39
$218K 0.06%
+1,676
40
$216K 0.05%
+5,110
41
$207K 0.05%
+11,040
1
2