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BEW
Burton Enright Welch Portfolio holdings
AUM
$736M
1-Year Est. Return
20.75%
This Fund
S&P 500
1 Year Est. Return
+20.75%
AUM
$736M
AUM Growth
+$25.1M
(+3.5%)
Holding
139
Top Buys
| 1 | +$3.25M | |
| 2 | +$2.65M | |
| 3 | +$2.18M | |
| 4 |
Avantis US Equity ETF
AVUS
|
+$1.66M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.6M |
Top Sells
| 1 | +$1.03M | |
| 2 | +$775K | |
| 3 | +$657K | |
| 4 |
Apple
AAPL
|
+$583K |
| 5 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
+$574K |
Sector Composition
| 1 | Technology | 2.92% |
| 2 | Energy | 2.36% |
| 3 | Healthcare | 2.1% |
| 4 | Financials | 1.4% |
| 5 | Industrials | 1.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Amgen
AMGN
$196B
| $231K | 0.03% |
656
-119
|
|
||
127
Vanguard Information Technology ETF
VGT
$144B
| $231K | 0.03% |
2,648
-256
|
|
||
128
FedEx
FDX
$75.1B
| $230K | 0.03% |
+646
|
|
||
129
Texas Instruments
TXN
$283B
| $224K | 0.03% |
+1,156
|
|
||
130
SPDR Gold Trust
GLD
$132B
| $221K | 0.03% |
513
-97
|
|
||
131
Citigroup
C
$240B
| $212K | 0.03% |
+1,868
|
|
||
132
Blackrock
BLK
$161B
| $209K | 0.03% |
217
+14
|
|
||
133
Trane Technologies
TT
$106B
| $205K | 0.03% |
+492
|
|
||
134
Cerus
CERS
$625M
| $20.1K | ﹤0.01% |
11,056
|
|
||
135
Advanced Micro Devices
AMD
$910B
| – | – |
-955
|
|
||
|
DOCU
136
DocuSign
DOCU
$9.39B
| – | – |
-3,519
|
|
||
137
Intuit
INTU
$75.2B
| – | – |
-322
|
|
||
138
Lowe's Companies
LOW
$119B
| – | – |
-833
|
|
||
|
SCHW
139
Charles Schwab
SCHW
$179B
| – | – |
-2,140
|
|