BWCS
Beirne Wealth Consulting Services Portfolio holdings
AUM
$308M
1-Year Return
14.98%
This Quarter Return
+13.88%
1 Year Return
+14.98%
3 Year Return
+57.17%
5 Year Return
+93.95%
10 Year Return
–
AUM
$114M
AUM Growth
-$6.68M
(-5.6%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-14.96%
Top 10 Holdings %
Top 10 Hldgs %
50.45%
Holding
144
New
8
Increased
30
Reduced
48
Closed
50
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.39M |
| 3 |
iShares US Equity Factor ETF
LRGF
|
$2.75M |
| 4 |
iShares US Small Cap Equity Factor ETF
SMLF
|
$1.25M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.25M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.12% |
| 2 | Financials | 4.64% |
| 3 | Technology | 3.32% |
| 4 | Communication Services | 2.42% |
| 5 | Materials | 2.42% |
