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
$170M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$1.49M
3
+$947K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$936K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$826K

Top Sells

1
+$3.32M
2
+$3.13M
3
+$2.46M
4
CMCSA icon
Comcast
CMCSA
+$2.17M
5
UNH icon
UnitedHealth
UNH
+$1.57M

Sector Composition

1 Healthcare 5.09%
2 Technology 4.1%
3 Materials 3.98%
4 Financials 3.03%
5 Consumer Discretionary 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
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