BWAM

Boyd Watterson Asset Management Portfolio holdings

AUM $346M
1-Year Est. Return 26.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$726K
2 +$439K
3 +$380K
4
BAC icon
Bank of America
BAC
+$325K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$262K

Sector Composition

1 Technology 16.65%
2 Healthcare 12.98%
3 Industrials 9.5%
4 Financials 8.81%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20.2K 0.01%
304
252
$20.2K 0.01%
80
253
$19.9K 0.01%
332
254
$19.8K 0.01%
335
255
$19.7K 0.01%
1,200
256
$19.1K 0.01%
531
257
$19.1K 0.01%
850
258
$18.9K 0.01%
876
259
$18.1K 0.01%
2,838
260
$18.1K 0.01%
160
261
$17.9K 0.01%
523
262
$17.7K 0.01%
1,423
263
$17.6K 0.01%
74
264
$17.5K 0.01%
480
265
$17.3K 0.01%
75
266
$17.2K 0.01%
1,547
267
$17.1K 0.01%
153
268
$17.1K 0.01%
173
269
$16.9K 0.01%
86
270
$16.5K 0.01%
948
271
$16.3K 0.01%
228
272
$16.3K 0.01%
169
273
$16.2K 0.01%
431
274
$16.2K 0.01%
88
275
$16.1K 0.01%
500