BAWC
Boyce & Associates Wealth Consulting Portfolio holdings
AUM
$110M
This Quarter Return
-0.26%
1 Year Return
+10.79%
3 Year Return
+39.65%
5 Year Return
–
10 Year Return
–
AUM
$98.8M
AUM Growth
+$98.8M
(+2.7%)
Cap. Flow
+$5.25M
Cap. Flow
% of AUM
5.31%
Top 10 Holdings %
Top 10 Hldgs %
60.14%
Holding
76
New
5
Increased
40
Reduced
15
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.67% |
| 2 | Consumer Discretionary | 1.57% |
| 3 | Financials | 1.5% |
| 4 | Communication Services | 1.15% |
| 5 | Materials | 0.83% |