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BEW
Burton Enright Welch Portfolio holdings
AUM
$852M
1-Year Est. Return
23.38%
This Fund
S&P 500
This Quarter
Est. Return
+8.98%
1 Year Est. Return
+23.38%
3 Year Est. Return
+62.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
97.98%
Top 10 Holdings %
Top 10 Hldgs %
75.75%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$52M |
| 2 |
Chevron
CVX
|
+$14.1M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$8.63M |
| 4 |
Amazon
AMZN
|
+$8.35M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$6.08M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 9.89% |
| 2 | Technology | 7.98% |
| 3 | Financials | 7.24% |
| 4 | Consumer Discretionary | 7.1% |
| 5 | Industrials | 3.84% |
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Burton Enright Welch's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Burton Enright Welch, which disclosed 58 positions worth $149M. Its ten largest holdings account for 76% of the portfolio.
Its largest position is Dimensional US Core Equity 2 ETF: 1,841,084 shares worth $53.3M.
By sector, the portfolio is most concentrated in Energy at 9.9% of assets, followed by Technology and Financials.
- Burton Enright Welch's largest Q4 2021 buy was Dimensional US Core Equity 2 ETF: 1,841,084 shares worth $53.3M.
- Burton Enright Welch's ten largest holdings make up 76% of its $149M portfolio in Q4 2021.
- Burton Enright Welch disclosed 58 positions in Q4 2021, its first 13F filing on record.
Based on Burton Enright Welch's 13F filing for Q4 2021, filed 9 Mar 2026.