BWM
Brickley Wealth Management Portfolio holdings
AUM
$511M
This Quarter Return
+10.09%
1 Year Return
+11.97%
3 Year Return
+50.85%
5 Year Return
+70.84%
10 Year Return
–
AUM
$414M
AUM Growth
+$414M
(+11%)
Cap. Flow
+$2.19M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
84.43%
Holding
43
New
3
Increased
19
Reduced
14
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$1.59M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$749K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$646K |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$387K |
| 5 |
Amazon
AMZN
|
$255K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.07M |
| 2 |
Vanguard Value ETF
VTV
|
$698K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$362K |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$137K |
| 5 |
Vanguard Total World Stock ETF
VT
|
$89.7K |
Sector Composition
| 1 | Technology | 14.39% |
| 2 | Healthcare | 0.21% |
| 3 | Communication Services | 0.17% |
| 4 | Financials | 0.08% |
| 5 | Consumer Discretionary | 0.06% |
