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BWCS
Beirne Wealth Consulting Services Portfolio holdings
AUM
$354M
1-Year Est. Return
24.48%
This Fund
S&P 500
1 Year Est. Return
+24.48%
AUM
$345M
AUM Growth
-$71.5M
(-17%)
Holding
229
Top Buys
| 1 | +$7.29M | |
| 2 | +$1.03M | |
| 3 | +$679K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$424K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$296K |
Top Sells
| 1 | +$4.62M | |
| 2 | +$4.11M | |
| 3 | +$3.84M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$3.12M |
| 5 |
NVIDIA
NVDA
|
+$2.93M |
Sector Composition
| 1 | Technology | 3.46% |
| 2 | Financials | 2.63% |
| 3 | Materials | 2.52% |
| 4 | Energy | 2.27% |
| 5 | Healthcare | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares MBS ETF
MBB
$39.4B
| – | – |
-3,945
|
|
||
227
McDonald's
MCD
$200B
| – | – |
-1,537
|
|
||
228
MongoDB
MDB
$25.6B
| – | – |
-759
|
|
||
229
Walmart Inc
WMT
$934B
| – | – |
-4,291
|
|