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
251
$21.2K 0.01%
332
252
$21.1K 0.01%
500
253
$20.6K 0.01%
523
254
$20.5K 0.01%
526
255
$20.4K 0.01%
564
256
$20K 0.01%
332
257
$20K 0.01%
74
258
$19.7K 0.01%
83
259
$19.3K 0.01%
398
260
$19.1K 0.01%
66
261
$19K 0.01%
1,357
262
$18.7K 0.01%
228
263
$18.3K 0.01%
86
264
$18.3K 0.01%
+600
265
$18.2K 0.01%
538
266
$17.8K 0.01%
1,129
267
$17K 0.01%
948
268
$16.9K 0.01%
100
-50
269
$16.9K 0.01%
1,500
270
$16.3K 0.01%
213
271
$16.2K 0.01%
30
272
$15.2K 0.01%
655
273
$15.2K 0.01%
143
274
$15.1K 0.01%
148
275
$14.2K 0.01%
996
9 10
11
12 13