BWM
Brickley Wealth Management Portfolio holdings
AUM
$593M
1-Year Est. Return
17.42%
This Fund
S&P 500
1 Year Est. Return
+17.42%
AUM
$593M
AUM Growth
+$19.5M
(+3.4%)
Holding
56
Top Buys
| 1 | +$3.39M | |
| 2 | +$679K | |
| 3 | +$427K | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$274K |
| 5 |
Eli Lilly
LLY
|
+$229K |
Top Sells
| 1 | +$1.25M | |
| 2 | +$472K | |
| 3 | +$321K | |
| 4 |
Oracle
ORCL
|
+$238K |
| 5 |
Vanguard Value ETF
VTV
|
+$142K |
Sector Composition
| 1 | Technology | 18.43% |
| 2 | Communication Services | 0.31% |
| 3 | Healthcare | 0.27% |
| 4 | Consumer Discretionary | 0.17% |
| 5 | Financials | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Avantis US Large Cap Value ETF
AVLV
$10.6B
| $257K | 0.04% |
3,392
|
|
||
52
Vanguard Short-Term Treasury ETF
VGSH
$27.2B
| $235K | 0.04% |
4,008
|
|
||
53
Vanguard Real Estate ETF
VNQ
$36.8B
| $233K | 0.04% |
2,638
+8
|
|
||
54
Schwab International Small-Cap Equity ETF
SCHC
$5.67B
| $224K | 0.04% |
4,911
+287
|
|
||
55
Walmart Inc
WMT
$1.02T
| $209K | 0.04% |
+1,875
|
|
||
|
56
Oracle
ORCL
$418B
| – | – |
-846
|
|