BEW
Burton Enright Welch Portfolio holdings
AUM
$710M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$710M
AUM Growth
–
Holding
128
Top Buys
| 1 | +$144M | |
| 2 | +$51.5M | |
| 3 | +$47.3M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$47.1M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$40.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.57% |
| 2 | Healthcare | 2.16% |
| 3 | Energy | 1.83% |
| 4 | Financials | 1.55% |
| 5 | Consumer Discretionary | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Advanced Micro Devices
AMD
$344B
| $205K | 0.03% |
+955
|
|
||
127
Lowe's Companies
LOW
$148B
| $201K | 0.03% |
+833
|
|
||
128
Cerus
CERS
$465M
| $22.8K | ﹤0.01% |
+11,056
|
|