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
276
$13.8K ﹤0.01%
195
277
$13.8K ﹤0.01%
357
278
$13.7K ﹤0.01%
56
279
$13.6K ﹤0.01%
150
280
$13.4K ﹤0.01%
184
281
$13.3K ﹤0.01%
317
282
$12.9K ﹤0.01%
223
283
$12.8K ﹤0.01%
+700
284
$12.8K ﹤0.01%
431
285
$12.7K ﹤0.01%
500
286
$12.3K ﹤0.01%
30
287
$12.3K ﹤0.01%
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$12.2K ﹤0.01%
50
-25
289
$11.8K ﹤0.01%
58
290
$11.7K ﹤0.01%
393
291
$11.6K ﹤0.01%
584
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$11.5K ﹤0.01%
200
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$11.5K ﹤0.01%
500
294
$11.5K ﹤0.01%
+201
295
$11.4K ﹤0.01%
97
296
$10.8K ﹤0.01%
251
297
$10.4K ﹤0.01%
140
298
$10.4K ﹤0.01%
123
299
$9.95K ﹤0.01%
1,806
300
$9.93K ﹤0.01%
560