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
$414M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$749K
3
+$646K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$387K
5
AMZN icon
Amazon
AMZN
+$255K

Top Sells

1
+$1.07M
2
+$698K
3
+$362K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$137K
5
VT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$984K 0.24%
9,423
-46
27
$879K 0.21%
6,491
28
$695K 0.17%
6,753
-872
29
$646K 0.16%
+6,698
30
$519K 0.13%
2,186
+322
31
$492K 0.12%
1,391
+4
32
$422K 0.1%
7,640
33
$407K 0.1%
6,582
+533
34
$349K 0.08%
979
+16
35
$327K 0.08%
3,990
+230
36
$292K 0.07%
3,254
+21
37
$255K 0.06%
+1,679
38
$254K 0.06%
2,559
-64
39
$251K 0.06%
5,070
+90
40
$234K 0.06%
4,008
-101
41
$223K 0.05%
+2,850
42
$222K 0.05%
10,724
-444
43
$218K 0.05%
1,548
1
2