We are live on
!
Find out more
BWCS
Beirne Wealth Consulting Services Portfolio holdings
AUM
$503M
1-Year Est. Return
27.98%
This Fund
S&P 500
This Quarter
Est. Return
+2.22%
1 Year Est. Return
+27.98%
3 Year Est. Return
+75.42%
5 Year Est. Return
+79.31%
10 Year Est. Return
–
AUM
$111M
AUM Growth
-$15.8M
(-12%)
Cap. Flow
-$18.2M
Cap. Flow
% of AUM
-16.29%
Top 10 Holdings %
Top 10 Hldgs %
31.27%
Holding
198
New
11
Increased
31
Reduced
79
Closed
64
Top Buys
| 1 |
iShares US Equity Factor ETF
LRGF
|
+$3.63M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.75M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.47M |
| 4 |
iShares US Small Cap Equity Factor ETF
SMLF
|
+$1.59M |
| 5 |
ARK Innovation ETF
ARKK
|
+$1.33M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.68M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.57M |
| 3 |
Amazon
AMZN
|
+$1.48M |
| 4 |
Comcast
CMCSA
|
+$1.42M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.37M |
Sector Composition
| 1 | Energy | 5.64% |
| 2 | Technology | 5.25% |
| 3 | Healthcare | 4.87% |
| 4 | Financials | 4.09% |
| 5 | Communication Services | 2.25% |
Similar funds
SPP
ACM
NB
AFGAS
MWP
TCM
III
PRP