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
$574M
AUM Growth
+$62.8M
(+12%)
Holding
53
Top Buys
| 1 | +$10.5M | |
| 2 | +$800K | |
| 3 | +$536K | |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+$422K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$381K |
Top Sells
| 1 | +$128K | |
| 2 | +$104K | |
| 3 | +$38.5K | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$34.2K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Oracle
ORCL
$423B
| $238K | 0.04% |
+846
|
|
||
52
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
| $236K | 0.04% |
4,008
|
|
||
53
Schwab International Small-Cap Equity ETF
SCHC
$5.1B
| $210K | 0.04% |
+4,624
|
|