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
$279M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1 +$652K
2 +$428K
3 +$367K
4
C icon
Citigroup
C
+$362K
5
AMD icon
Advanced Micro Devices
AMD
+$324K

Top Sells

1 +$1.05M
2 +$817K
3 +$525K
4
CRWD icon
CrowdStrike
CRWD
+$460K
5
PEP icon
PepsiCo
PEP
+$349K

Sector Composition

1 Technology 21.62%
2 Healthcare 13.75%
3 Industrials 10.82%
4 Financials 9.98%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.9K 0.01%
292
227
$27.5K 0.01%
206
228
$27.4K 0.01%
557
229
$27.1K 0.01%
850
230
$26.9K 0.01%
943
231
$26.5K 0.01%
104
232
$26.4K 0.01%
1,200
233
$25.4K 0.01%
80
234
$25.2K 0.01%
169
235
$25K 0.01%
1,423
236
$23.9K 0.01%
153
237
$23.8K 0.01%
365
238
$23.8K 0.01%
149
239
$23.6K 0.01%
233
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240
$23.4K 0.01%
242
241
$23.4K 0.01%
242
242
$23.1K 0.01%
335
243
$23K 0.01%
+967
244
$22.7K 0.01%
173
245
$21.9K 0.01%
876
246
$21.8K 0.01%
403
+300
247
$21.7K 0.01%
871
248
$21.4K 0.01%
144
249
$21.3K 0.01%
228
250
$21.2K 0.01%
368