BWAM
Boyd Watterson Asset Management Portfolio holdings
AUM
$318M
1-Year Return
18.4%
This Quarter Return
+3.04%
1 Year Return
+18.4%
3 Year Return
+79.22%
5 Year Return
+132.54%
10 Year Return
+247.58%
AUM
$350M
AUM Growth
+$71.2M
(+26%)
Cap. Flow
+$63.1M
Cap. Flow
% of AUM
18.02%
Top 10 Holdings %
Top 10 Hldgs %
47.74%
Holding
461
New
21
Increased
34
Reduced
63
Closed
20
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.57M |
| 2 |
Eli Lilly
LLY
|
$1.4M |
| 3 |
AbbVie
ABBV
|
$1.19M |
| 4 |
CrowdStrike
CRWD
|
$569K |
| 5 |
PepsiCo
PEP
|
$414K |
Sector Composition
| 1 | Technology | 18.92% |
| 2 | Healthcare | 10.16% |
| 3 | Industrials | 8.35% |
| 4 | Financials | 8.08% |
| 5 | Communication Services | 4.67% |
