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
$253M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$880K
2 +$855K
3 +$220K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$212K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$201K

Top Sells

1 +$577K
2 +$518K
3 +$506K
4
LOW icon
Lowe's Companies
LOW
+$389K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$374K

Sector Composition

1 Technology 21.55%
2 Healthcare 13.08%
3 Industrials 10.5%
4 Financials 9.51%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$21K 0.01%
365
252
$21K 0.01%
144
253
$20.9K 0.01%
242
254
$20.6K 0.01%
228
255
$20.6K 0.01%
876
256
$20.3K 0.01%
564
-450
257
$19.8K 0.01%
149
258
$19.8K 0.01%
398
259
$19.5K 0.01%
167
260
$19.4K 0.01%
173
261
$19.2K 0.01%
228
262
$19K 0.01%
526
263
$18.8K 0.01%
500
264
$18.6K 0.01%
74
265
$18.3K 0.01%
538
266
$18.1K 0.01%
86
267
$17.4K 0.01%
948
268
$16.7K 0.01%
66
269
$16.7K 0.01%
30
270
$16.4K 0.01%
213
271
$16.3K 0.01%
75
272
$16.2K 0.01%
1,357
-190
273
$16.1K 0.01%
83
274
$15.6K 0.01%
1,129
275
$15.5K 0.01%
143