BWCS
Beirne Wealth Consulting Services Portfolio holdings
AUM
$308M
1-Year Est. Return
14.98%
1 Year Est. Return
+14.98%
AUM
$281M
AUM Growth
+$3.39M
(+1.2%)
Holding
104
Top Buys
| 1 | +$479K | |
| 2 | +$372K | |
| 3 | +$317K | |
| 4 |
Citigroup
C
|
+$308K |
| 5 |
Sprott Gold Miners ETF
SGDM
|
+$266K |
Top Sells
| 1 | +$937K | |
| 2 | +$478K | |
| 3 | +$283K | |
| 4 |
Morgan Stanley
MS
|
+$204K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$140K |
Sector Composition
| 1 | Technology | 3.15% |
| 2 | Financials | 2.47% |
| 3 | Energy | 1.95% |
| 4 | Materials | 1.8% |
| 5 | Healthcare | 1.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Novavax
NVAX
$1.32B
| $64.1K | 0.02% |
10,000
-6,500
|
|
||
102
Lineage Cell Therapeutics
LCTX
$377M
| $20.3K | 0.01% |
45,000
|
|
||
103
MannKind Corp
MNKD
$1.68B
| – | – |
-10,259
|
|
||
|
104
Morgan Stanley
MS
$252B
| – | – |
-1,619
|
|