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
$114M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.39M
3
+$2.75M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.25M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.25M

Top Sells

1
+$2.74M
2
+$2.66M
3
+$2.27M
4
DEEP icon
Acquirers Small and Micro Deep Value ETF
DEEP
+$1.8M
5
FTXO icon
First Trust Nasdaq Bank ETF
FTXO
+$1.64M

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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