BWAM

Boyd Watterson Asset Management Portfolio holdings

AUM $336M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Sells

1 +$5.67M
2 +$3.64M
3 +$2.81M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$906K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$770K

Sector Composition

1 Technology 13.74%
2 Healthcare 13.62%
3 Industrials 9.79%
4 Financials 9.15%
5 Energy 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.3K 0.01%
+700
227
$27K 0.01%
+362
228
$26.1K 0.01%
+850
229
$26K 0.01%
+379
230
$25.7K 0.01%
+144
231
$25.6K 0.01%
+104
232
$25.4K 0.01%
+913
233
$25.4K 0.01%
+725
234
$25.2K 0.01%
+500
235
$24.6K 0.01%
+428
236
$24.5K 0.01%
+538
237
$23.8K 0.01%
+174
238
$23.6K 0.01%
+332
239
$23.6K 0.01%
+774
240
$23.4K 0.01%
+365
241
$23K 0.01%
+72
242
$22.9K 0.01%
+750
243
$22.8K 0.01%
+368
244
$22K 0.01%
+150
245
$22K 0.01%
+242
246
$21.5K 0.01%
+871
247
$21.5K 0.01%
+332
248
$21.4K 0.01%
+228
249
$21.3K 0.01%
+1,547
250
$20.8K 0.01%
+335