BWM
Brickley Wealth Management Portfolio holdings
AUM
$511M
This Quarter Return
+5.97%
1 Year Return
+11.97%
3 Year Return
+50.85%
5 Year Return
+70.84%
10 Year Return
–
AUM
$469M
AUM Growth
+$469M
(+18%)
Cap. Flow
+$48.2M
Cap. Flow
% of AUM
10.27%
Top 10 Holdings %
Top 10 Hldgs %
80.44%
Holding
50
New
5
Increased
25
Reduced
14
Closed
–
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$17.3M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$8.55M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$8.36M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$5.34M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$3.43M |
Top Sells
Sector Composition
| 1 | Technology | 9.02% |
| 2 | Healthcare | 0.59% |
| 3 | Consumer Discretionary | 0.38% |
| 4 | Communication Services | 0.26% |
| 5 | Financials | 0.15% |
