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
$710M
AUM Growth
+$48M
(+7.2%)
Holding
132
Top Buys
| 1 | +$5.81M | |
| 2 | +$5.37M | |
| 3 | +$3.57M | |
| 4 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$2.1M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.93M |
Top Sells
| 1 | +$390K | |
| 2 | +$236K | |
| 3 | +$214K | |
| 4 |
Blackstone
BX
|
+$213K |
| 5 |
Abbott
ABT
|
+$201K |
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
$557B
| $205K | 0.03% |
+955
|
|
||
127
Lowe's Companies
LOW
$125B
| $201K | 0.03% |
833
+33
|
|
||
128
Cerus
CERS
$545M
| $22.8K | ﹤0.01% |
11,056
|
|
||
129
Texas Instruments
TXN
$256B
| – | – |
-1,092
|
|
||
|
130
Blackstone
BX
$151B
| – | – |
-1,246
|
|
||
131
AutoZone
AZO
$57.4B
| – | – |
-55
|
|
||
|
132
Abbott
ABT
$152B
| – | – |
-1,501
|
|