BAWC

Boyce & Associates Wealth Consulting Portfolio holdings

AUM $110M
1-Year Est. Return 10.79%
This Quarter Est. Return
1 Year Est. Return
+10.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$3.85M
3 +$3.54M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.35%
2 Consumer Discretionary 2.24%
3 Financials 2.06%
4 Communication Services 1.34%
5 Materials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.3%
+1,236
52
$184K 0.27%
+41,456
53
$67K 0.1%
+32,498