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BWFG · Bankwell Financial Group, Inc. · Held by Funds

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$65.62 +0.82 (+1.27%) At close · Oct 1
Russell 2000 member Rebalance outlook locked
Market Cap
$520.81M
Shares
7.97M
Volume · Oct 1 73.33K Avg daily vol (3M) 74.36K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding BWFG

158 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 188,621 $11,081,484 0.00%
iShares Russell 2000 ETF 186,511 $10,957,521 0.01%
Avantis U.S. Small Cap Value ETF 117,402 $6,142,473 0.02%
VANGUARD EXTENDED MARKET INDEX FUND 82,664 $4,856,510 0.00%
Fidelity Small Cap Index Fund 65,203 $4,443,584 0.01%
College Retirement Equities Fund - Total Global Stock Account 69,826 $4,102,278 0.00%
Adara Smaller Companies Fund 65,620 $3,433,238 0.42%
iShares Russell 2000 Value ETF 55,344 $3,251,460 0.02%
U.S. Targeted Value Portfolio 46,909 $3,196,848 0.02%
U.S. SMALL CAP VALUE PORTFOLIO 41,172 $2,805,872 0.01%
Dimensional U.S. Targeted Value ETF 39,065 $2,662,280 0.02%
U.S. SMALL CAP PORTFOLIO 34,409 $2,344,973 0.01%
EA Bridgeway Omni Small-Cap Value ETF 32,191 $1,891,221 0.08%
U.S. MICRO CAP PORTFOLIO 27,470 $1,872,081 0.02%
VANGUARD RUSSELL 2000 INDEX FUND 34,777 $1,819,533 0.01%
Fidelity Extended Market Index Fund 34,541 $1,807,185 0.00%
Dimensional U.S. Small Cap ETF 26,480 $1,804,612 0.01%
Fidelity SAI Small-Mid Cap Momentum Index Fund 21,452 $1,461,954 0.04%
Dimensional US Small Cap Value ETF 18,804 $1,281,493 0.02%
Dimensional U.S. Core Equity 2 ETF 18,277 $1,245,578 0.00%
iShares Micro-Cap ETF 20,996 $1,233,515 0.08%
Schwab Small-Cap Index Fund 14,904 $1,015,708 0.01%
Omni Small-Cap Value Fund 15,000 $881,250 0.07%
NORTH SQUARE DYNAMIC SMALL CAP FUND 14,294 $747,862 0.10%
OneAscent Enhanced Small and Mid Cap ETF 13,801 $722,068 0.86%
iShares Russell 2000 Growth ETF 11,393 $669,339 0.00%
Master Small Cap Index Series 11,311 $664,521 0.01%
U.S. CORE EQUITY 1 PORTFOLIO 9,630 $656,285 0.00%
Fidelity Total Market Index Fund 11,932 $624,282 0.00%
Avantis U.S. Small Cap Equity ETF 11,052 $578,241 0.02%
U.S. CORE EQUITY 2 PORTFOLIO 8,385 $571,438 0.00%
Nuveen Small Cap Blend Index Fund 8,096 $551,742 0.01%
BlackRock Advantage Small Cap Growth Fund 9,381 $551,134 0.07%
Fidelity Series Total Market Index Fund 10,414 $544,860 0.00%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF 9,270 $544,613 0.21%
ACUITAS US MICROCAP FUND 8,420 $494,675 0.42%
Clearwater Select Equity Fund 7,960 $467,650 0.09%
Goldman Sachs Absolute Return Tracker Fund 7,921 $465,359 0.01%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 8,781 $459,422 0.05%
EQ/2000 Managed Volatility Portfolio 7,355 $432,106 0.01%
Fidelity Small Cap Value Index Fund 7,013 $412,014 0.02%
SMALL CAP EQUITY FUND 6,550 $384,813 0.04%
Ultra-Small Company Market Fund 6,202 $364,368 0.25%
AUER GROWTH 6,500 $340,080 0.43%
Schwab Total Stock Market Index Fund 4,876 $332,299 0.00%
U.S. VECTOR EQUITY PORTFOLIO 4,829 $329,096 0.01%
VIP Disciplined Small Cap Portfolio 5,409 $317,779 0.05%
Invesco RAFI US 1500 Small-Mid ETF 4,480 $305,312 0.01%
LVIP State Street Small-Cap Index Fund 4,700 $276,125 0.01%
Small Cap Core Fund 4,559 $267,841 0.07%
Showing 1–50 of 158 positions
Key facts CIK 1505732 CUSIP 06654A103 13F (30d) 2 filings 2 filers Visit website Investor relations