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
$375M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$7.63M
3 +$793K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$593K
5
MSFT icon
Microsoft
MSFT
+$333K

Top Sells

1 +$48.2M
2 +$34.3M
3 +$7.02M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$5.96M
5
VTV icon
Vanguard Value ETF
VTV
+$2.22M

Sector Composition

1 Technology 11.03%
2 Healthcare 0.68%
3 Consumer Discretionary 0.44%
4 Communication Services 0.21%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,250
52
-1,279
53
-2,820
54
-1,940
55
-112,764
56
-1,527