BAWC
Boyce & Associates Wealth Consulting Portfolio holdings
AUM
$119M
1-Year Est. Return
15.27%
This Fund
S&P 500
1 Year Est. Return
+15.27%
AUM
$119M
AUM Growth
-$2.89M
(-2.4%)
Holding
78
Top Buys
| 1 | +$790K | |
| 2 | +$257K | |
| 3 | +$206K | |
| 4 |
iShares Silver Trust
SLV
|
+$201K |
| 5 |
Exxon Mobil
XOM
|
+$197K |
Top Sells
| 1 | +$5.1M | |
| 2 | +$332K | |
| 3 | +$332K | |
| 4 |
Sherwin-Williams
SHW
|
+$328K |
| 5 |
Broadcom
AVGO
|
+$328K |
Sector Composition
| 1 | Technology | 7.12% |
| 2 | Communication Services | 1.46% |
| 3 | Consumer Discretionary | 1.44% |
| 4 | Financials | 1.34% |
| 5 | Materials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Express
AXP
$211B
| – | – |
-806
|
|
||
77
Oracle
ORCL
$429B
| – | – |
-952
|
|
||
78
Palantir
PLTR
$347B
| – | – |
-1,423
|
|