BWM

Brickley Wealth Management Portfolio holdings

AUM $511M
1-Year Est. Return 11.97%
This Quarter Est. Return
1 Year Est. Return
+11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$235K
3
+$216K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$190K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$127K

Top Sells

1
+$811K
2
+$574K
3
+$224K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$215K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$124K

Sector Composition

1 Technology 16.84%
2 Healthcare 0.21%
3 Communication Services 0.2%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$934K 0.19%
3,298
+671
27
$852K 0.17%
1,980
-113
28
$829K 0.17%
6,924
+9
29
$713K 0.15%
1,245
-21
30
$657K 0.13%
6,698
31
$568K 0.12%
4,676
-314
32
$520K 0.11%
1,065
33
$466K 0.1%
7,577
34
$445K 0.09%
6,575
-7
35
$441K 0.09%
958
-19
36
$425K 0.09%
5,115
+1,125
37
$419K 0.09%
4,371
+1,117
38
$294K 0.06%
1,577
-124
39
$264K 0.05%
10,152
+96
40
$255K 0.05%
3,876
+508
41
$255K 0.05%
2,520
+98
42
$250K 0.05%
1,495
-53
43
$237K 0.05%
4,008
44
$235K 0.05%
+2,412
45
$232K 0.05%
8,649
+252
46
$229K 0.05%
2,800
-10
47
$216K 0.04%
+370
48
$201K 0.04%
259
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