BWM
Brickley Wealth Management Portfolio holdings
AUM
$511M
This Quarter Return
+9.73%
1 Year Return
+11.97%
3 Year Return
+50.85%
5 Year Return
+70.84%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+11%)
Cap. Flow
+$3.59M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
80.35%
Holding
41
New
2
Increased
14
Reduced
7
Closed
1
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.68M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.27M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$377K |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$239K |
| 5 |
Microsoft
MSFT
|
$203K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$386K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$164K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$149K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$139K |
| 5 |
Vanguard Growth ETF
VUG
|
$135K |
Sector Composition
| 1 | Technology | 4.71% |
| 2 | Financials | 1.21% |
| 3 | Healthcare | 0.62% |
| 4 | Materials | 0.07% |
