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
$436M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$529K
3
+$249K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$231K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$216K

Top Sells

1
+$1.19M
2
+$187K
3
+$163K
4
VUG icon
Vanguard Growth ETF
VUG
+$108K
5
VB icon
Vanguard Small-Cap ETF
VB
+$52.3K

Sector Composition

1 Technology 12.28%
2 Healthcare 0.2%
3 Communication Services 0.2%
4 Financials 0.1%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$868K 0.2%
6,501
+10
27
$762K 0.17%
6,896
+143
28
$634K 0.15%
6,698
29
$624K 0.14%
1,286
-105
30
$615K 0.14%
2,367
+181
31
$473K 0.11%
1,065
-2,669
32
$458K 0.11%
5,070
33
$439K 0.1%
7,640
34
$417K 0.1%
6,582
35
$415K 0.1%
988
+9
36
$326K 0.07%
3,990
37
$305K 0.07%
3,254
38
$303K 0.07%
1,679
39
$277K 0.06%
2,850
40
$236K 0.05%
2,411
-148
41
$236K 0.05%
1,548
42
$233K 0.05%
4,008
43
$233K 0.05%
10,036
-688
44
$216K 0.05%
+3,368
45
$212K 0.05%
+8,355
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