BWCS

Beirne Wealth Consulting Services Portfolio holdings

AUM $308M
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$54.2M
2 +$20.5M
3 +$14.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.79M

Top Sells

1 +$518K
2 +$390K
3 +$366K
4
ARKK icon
ARK Innovation ETF
ARKK
+$356K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$335K

Sector Composition

1 Healthcare 2.78%
2 Technology 2.03%
3 Energy 1.79%
4 Materials 1.59%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$17K 0.01%
7,724
-1,250
102
$10K ﹤0.01%
1,000
103
$10K ﹤0.01%
512
104
-6,000
105
-1,633