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BWFG · Bankwell Financial Group, Inc.

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$68.13 +0.13 (+0.19%) At close · Aug 14
Market Cap
$543.13M
Shares
7.97M

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

Funds holding BWFG

159 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 197,121 $9,564,311 0.00%
iShares Russell 2000 ETF 177,047 $8,590,320 0.01%
Avantis U.S. Small Cap Value ETF 117,402 $6,142,473 0.02%
VANGUARD EXTENDED MARKET INDEX FUND 78,977 $3,831,964 0.00%
Adara Smaller Companies Fund 65,620 $3,433,238 0.42%
Fidelity Small Cap Index Fund 65,739 $3,400,021 0.01%
College Retirement Equities Fund - Total Global Stock Account 56,896 $2,760,594 0.00%
iShares Russell 2000 Value ETF 50,685 $2,459,236 0.02%
U.S. Targeted Value Portfolio 44,663 $2,309,970 0.01%
U.S. SMALL CAP VALUE PORTFOLIO 41,203 $2,131,019 0.01%
Dimensional U.S. Targeted Value ETF 36,504 $1,887,987 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 34,777 $1,819,533 0.01%
Fidelity Extended Market Index Fund 34,541 $1,807,185 0.00%
U.S. SMALL CAP PORTFOLIO 34,409 $1,779,633 0.01%
EA Bridgeway Omni Small-Cap Value ETF 29,942 $1,452,786 0.07%
U.S. MICRO CAP PORTFOLIO 27,461 $1,420,283 0.02%
Dimensional U.S. Small Cap ETF 26,036 $1,346,582 0.01%
Dimensional U.S. Core Equity 2 ETF 17,847 $923,047 0.00%
Dimensional US Small Cap Value ETF 17,609 $910,737 0.01%
iShares Micro-Cap ETF 17,270 $837,940 0.07%
Schwab Small-Cap Index Fund 14,795 $765,197 0.01%
NORTH SQUARE DYNAMIC SMALL CAP FUND 14,294 $747,862 0.10%
Omni Small-Cap Value Fund 15,000 $727,800 0.06%
OneAscent Enhanced Small and Mid Cap ETF 13,801 $722,068 0.86%
Fidelity Total Market Index Fund 11,932 $624,282 0.00%
Avantis U.S. Small Cap Equity ETF 11,052 $578,241 0.02%
Even Herd Long Short ETF 11,518 $558,853 0.97%
Master Small Cap Index Series 11,311 $548,810 0.01%
Fidelity Series Total Market Index Fund 10,414 $544,860 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 9,630 $498,064 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 8,781 $459,422 0.05%
BlackRock Advantage Small Cap Growth Fund 9,416 $456,864 0.07%
ACUITAS US MICROCAP FUND 9,296 $451,042 0.46%
Ultra-Small Company Market Fund 9,202 $446,481 0.36%
U.S. CORE EQUITY 2 PORTFOLIO 8,385 $433,672 0.00%
iShares Russell 2000 Growth ETF 8,672 $420,765 0.00%
Nuveen Small Cap Blend Index Fund 8,096 $418,725 0.01%
Clearwater Select Equity Fund 7,960 $386,219 0.09%
EQ/2000 Managed Volatility Portfolio 7,468 $362,347 0.01%
AUER GROWTH 6,500 $340,080 0.43%
Fidelity Small Cap Value Index Fund 6,797 $329,790 0.02%
LVIP State Street Small-Cap Index Fund 4,700 $276,125 0.01%
Goldman Sachs Absolute Return Tracker Fund 5,431 $263,512 0.00%
Schwab Total Stock Market Index Fund 4,876 $252,187 0.00%
Diversified Equity Master Portfolio 5,171 $250,897 0.01%
U.S. VECTOR EQUITY PORTFOLIO 4,829 $249,756 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 4,562 $238,684 0.02%
Small Cap Core Fund 4,746 $230,276 0.07%
Fidelity Nasdaq Composite Index Fund 4,303 $225,133 0.00%
Avantis U.S. Small Cap Value Fund 4,043 $211,530 0.01%
Showing 1–50 of 159 positions
Key facts CIK 1505732 CUSIP 06654A103 13F (30d) 121 filings 120 filers Visit website Investor relations

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