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
$248M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$2.21M
3 +$1.54M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.39M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$750K

Top Sells

1 +$1.69M
2 +$476K
3 +$321K
4
OLN icon
Olin
OLN
+$294K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 3.8%
2 Energy 2.66%
3 Financials 2.31%
4 Materials 1.49%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-711
102
-5,000
103
-1,211