BWCS

Beirne Wealth Consulting Services Portfolio holdings

AUM $345M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$3.25M
3
+$2.65M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.23M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.21M

Top Sells

1
+$2.74M
2
+$2.6M
3
+$2.29M
4
DEEP icon
Acquirers Small and Micro Deep Value ETF
DEEP
+$1.72M
5
FTXO icon
First Trust Nasdaq Bank ETF
FTXO
+$1.56M

Sector Composition

1 Healthcare 8.12%
2 Financials 4.64%
3 Technology 3.32%
4 Communication Services 2.42%
5 Materials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
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