BEW

Burton Enright Welch Portfolio holdings

AUM $710M
1-Year Est. Return 18.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$14.1M
3
+$8.63M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Energy 9.89%
2 Technology 7.98%
3 Financials 7.24%
4 Consumer Discretionary 7.1%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.18%
+1,624
52
$259K 0.17%
+1,635
53
$258K 0.17%
+2,957
54
$256K 0.17%
+4,180
55
$217K 0.15%
+4,518
56
$207K 0.14%
+577
57
$203K 0.14%
+2,516
58
$145K 0.1%
+2,293
1 2
3