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
$274M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$2.02M
3 +$1.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$913K
5
VTV icon
Vanguard Value ETF
VTV
+$731K

Top Sells

1 +$908K
2 +$606K
3 +$285K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$216K
5
GORO icon
Gold Resource Corp
GORO
+$122K

Sector Composition

1 Technology 6.21%
2 Healthcare 0.71%
3 Financials 0.47%
4 Communication Services 0.09%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,250