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
376
$2.6K ﹤0.01%
130
377
$2.57K ﹤0.01%
13
378
$2.53K ﹤0.01%
155
379
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18
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100
381
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700
382
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383
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27
385
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123
386
$2.3K ﹤0.01%
95
387
$2.24K ﹤0.01%
279
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391
$1.73K ﹤0.01%
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$1.51K ﹤0.01%
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$1.51K ﹤0.01%
+54
399
$1.46K ﹤0.01%
78
400
$1.4K ﹤0.01%
49
14 15
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