BWM
Brickley Wealth Management Portfolio holdings
AUM
$511M
This Quarter Return
+2.37%
1 Year Return
+11.97%
3 Year Return
+50.85%
5 Year Return
+70.84%
10 Year Return
–
AUM
$374M
AUM Growth
+$374M
(+2.7%)
Cap. Flow
+$2.84M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
78.51%
Holding
40
New
2
Increased
16
Reduced
15
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.13M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$636K |
| 3 |
Tesla
TSLA
|
$520K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$465K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$396K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.1M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$106K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$94.9K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$70.5K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$58.3K |
Sector Composition
| 1 | Technology | 13.5% |
| 2 | Healthcare | 0.73% |
| 3 | Consumer Discretionary | 0.29% |
| 4 | Communication Services | 0.14% |
