BWCS

Beirne Wealth Consulting Services Portfolio holdings

AUM $417M
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.59M
3
+$3.36M
4
MSFT icon
Microsoft
MSFT
+$3.11M
5
GLD icon
SPDR Gold Trust
GLD
+$2.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.13%
2 Technology 7.59%
3 Communication Services 7.49%
4 Healthcare 7.06%
5 Energy 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.4%
+19,873
77
$468K 0.4%
+2,037
78
$457K 0.39%
+9,791
79
$455K 0.39%
+6,697
80
$444K 0.38%
+11,206
81
$441K 0.38%
+1,679
82
$441K 0.38%
+11,235
83
$440K 0.37%
+6,354
84
$437K 0.37%
+8,360
85
$435K 0.37%
+8,517
86
$435K 0.37%
+10,500
87
$428K 0.36%
+17,578
88
$424K 0.36%
+7,861
89
$424K 0.36%
+5,437
90
$423K 0.36%
+8,820
91
$416K 0.35%
+3,145
92
$414K 0.35%
+9,805
93
$413K 0.35%
+5,377
94
$409K 0.35%
+2,467
95
$399K 0.34%
+6,431
96
$397K 0.34%
+4,324
97
$395K 0.34%
+9,787
98
$387K 0.33%
+5,266
99
$386K 0.33%
+3,303
100
$383K 0.33%
+24,641
2 3
4
5 6