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
251
$20.5K 0.01%
+943
252
$20.2K 0.01%
+292
253
$19.8K 0.01%
+876
254
$19.7K 0.01%
+242
255
$19.6K 0.01%
+389
256
$19.3K 0.01%
+1,200
257
$19.3K 0.01%
+398
258
$18.9K 0.01%
+2,838
259
$18.4K 0.01%
+531
260
$18.4K 0.01%
+74
261
$18K 0.01%
+153
262
$17.9K 0.01%
+86
263
$17.7K 0.01%
+304
264
$17.5K 0.01%
+80
265
$17.1K 0.01%
+75
266
$17.1K 0.01%
+500
267
$17.1K 0.01%
+948
268
$17K 0.01%
+95
269
$16.9K 0.01%
+173
270
$16.7K 0.01%
+1,423
271
$16.7K 0.01%
+431
272
$16.5K 0.01%
+480
273
$16.3K 0.01%
+523
274
$16.2K 0.01%
+160
275
$15.7K 0.01%
+169