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
$189M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.34M
3
+$1.89M
4
AVGO icon
Broadcom
AVGO
+$500K
5
PPG icon
PPG Industries
PPG
+$477K

Top Sells

1
+$1.52M
2
+$920K
3
+$884K
4
JNJ icon
Johnson & Johnson
JNJ
+$880K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$700K

Sector Composition

1 Healthcare 11.21%
2 Financials 10.25%
3 Technology 9.78%
4 Industrials 8.55%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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