BWCS

Beirne Wealth Consulting Services Portfolio holdings

AUM $308M
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.8M
3
+$2.52M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.6M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.4M

Top Sells

1
+$2.83M
2
+$1.5M
3
+$1.47M
4
CMCSA icon
Comcast
CMCSA
+$1.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.41M

Sector Composition

1 Energy 5.64%
2 Technology 5.25%
3 Healthcare 4.87%
4 Financials 4.09%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
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