BP

BWM Planning Portfolio holdings

AUM $336M
1-Year Est. Return 12.66%
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.59M
3
+$1.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.19M
5
AVNM icon
Avantis All International Markets Equity ETF
AVNM
+$1.13M

Top Sells

1
+$1.08M
2
+$533K
3
+$440K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$426K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$403K

Sector Composition

1 Energy 6.19%
2 Technology 5.96%
3 Financials 4.3%
4 Consumer Discretionary 0.97%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$109K 0.05%
31,898
77
– –
-839
78
– –
-655
1 2 3
4