BWCS

Beirne Wealth Consulting Services Portfolio holdings

AUM $345M
1-Year Est. Return 25.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$8.58M
3
+$6.74M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.12M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.72M

Top Sells

1
+$2.75M
2
+$1.94M
3
+$1.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M
5
COP icon
ConocoPhillips
COP
+$964K

Sector Composition

1 Technology 3.37%
2 Energy 3.01%
3 Financials 2.38%
4 Healthcare 1.98%
5 Materials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
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