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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.59M
3
+$3.36M
4
MSFT icon
Microsoft
MSFT
+$3.11M
5
GLD icon
SPDR Gold Trust
GLD
+$2.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.13%
2 Technology 7.59%
3 Communication Services 7.49%
4 Healthcare 7.06%
5 Energy 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$300K 0.26%
+4,806
127
$293K 0.25%
+2,691
128
$287K 0.24%
+1,669
129
$285K 0.24%
+3,298
130
$283K 0.24%
+4,350
131
$278K 0.24%
+9,848
132
$270K 0.23%
+3,610
133
$270K 0.23%
+37,453
134
$269K 0.23%
+9,508
135
$263K 0.22%
+4,422
136
$260K 0.22%
+10,398
137
$259K 0.22%
+2,677
138
$253K 0.22%
+8,726
139
$252K 0.21%
+1,924
140
$252K 0.21%
+1,417
141
$251K 0.21%
+13,353
142
$247K 0.21%
+6,245
143
$241K 0.21%
+5,082
144
$240K 0.2%
+1,624
145
$238K 0.2%
+6,133
146
$236K 0.2%
+19,198
147
$235K 0.2%
+1,697
148
$233K 0.2%
+4,959
149
$233K 0.2%
+1,341
150
$229K 0.19%
+3,737
4 5
6
7 8