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
$277M
AUM Growth
-$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$284K
2 +$278K
3 +$272K
4
UGI icon
UGI
UGI
+$215K
5
MA icon
Mastercard
MA
+$211K

Top Sells

1 +$482K
2 +$325K
3 +$261K
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$229K
5
PSX icon
Phillips 66
PSX
+$223K

Sector Composition

1 Technology 3.33%
2 Financials 2.61%
3 Energy 1.96%
4 Materials 1.37%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-784
102
-4,887
103
-3,270
104
-1,205
105
-1,700
106
-7,000
107
-371