BWAM

Boyd Watterson Asset Management Portfolio holdings

AUM $346M
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$613K
3
+$547K
4
TGT icon
Target
TGT
+$512K
5
IBM icon
IBM
IBM
+$483K

Top Sells

1
+$692K
2
+$672K
3
+$378K
4
ALC icon
Alcon
ALC
+$372K
5
MBB icon
iShares MBS ETF
MBB
+$371K

Sector Composition

1 Technology 17.11%
2 Healthcare 13.82%
3 Financials 8.6%
4 Industrials 7.88%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
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