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
$92.5M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.12M
3
+$1.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$621K

Top Sells

1
+$1.43M
2
+$1.2M
3
+$932K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$860K
5
INTF icon
iShares International Equity Factor ETF
INTF
+$858K

Sector Composition

1 Healthcare 5.78%
2 Technology 3.58%
3 Consumer Discretionary 3.21%
4 Communication Services 2.96%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
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