BWM

Brickley Wealth Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$800K
3
+$536K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$422K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$381K

Top Sells

1
+$128K
2
+$104K
3
+$38.5K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$34.2K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$28.8K

Sector Composition

1 Technology 17.34%
2 Communication Services 0.31%
3 Healthcare 0.18%
4 Consumer Discretionary 0.17%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.2%
2,248
+179
27
$1.1M 0.19%
1,501
+182
28
$1.03M 0.18%
7,478
+268
29
$749K 0.13%
7,884
30
$649K 0.11%
6,728
+25
31
$636K 0.11%
2,898
+848
32
$598K 0.1%
1,190
+152
33
$558K 0.1%
+833
34
$526K 0.09%
7,584
35
$483K 0.08%
6,295
-126
36
$453K 0.08%
14,207
-270
37
$434K 0.08%
1,314
+328
38
$432K 0.08%
5,208
39
$428K 0.07%
4,302
-298
40
$410K 0.07%
14,090
-22
41
$401K 0.07%
1,646
+1
42
$392K 0.07%
2,925
+118
43
$364K 0.06%
3,629
+118
44
$339K 0.06%
+762
45
$319K 0.06%
1,010
+199
46
$302K 0.05%
280
+6
47
$280K 0.05%
1,152
48
$258K 0.05%
+1,391
49
$245K 0.04%
3,392
-484
50
$240K 0.04%
2,630
1
2
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