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
$375M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$791K
3
+$204K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$182K
5
VTV icon
Vanguard Value ETF
VTV
+$39.6K

Top Sells

1
+$2.11M
2
+$1.07M
3
+$606K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$295K
5
VT icon
Vanguard Total World Stock ETF
VT
+$238K

Sector Composition

1 Technology 13.72%
2 Healthcare 0.23%
3 Communication Services 0.17%
4 Financials 0.09%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$865K 0.23%
9,469
-280
27
$710K 0.19%
7,625
-2,553
28
$416K 0.11%
1,387
+105
29
$396K 0.11%
1,864
+857
30
$385K 0.1%
7,640
+1
31
$342K 0.09%
6,049
32
$337K 0.09%
963
+9
33
$304K 0.08%
3,760
34
$252K 0.07%
3,233
35
$247K 0.07%
2,623
+110
36
$237K 0.06%
4,109
37
$235K 0.06%
3,143
38
$217K 0.06%
4,980
-130
39
$204K 0.05%
+1,548
40
$203K 0.05%
11,168
+128
41
– –
-1,676
42
– –
-11,059
1
2