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
$201M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$597K
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$475K
5
BABA icon
Alibaba
BABA
+$435K

Top Sells

1
+$1.33M
2
+$877K
3
+$579K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$489K
5
PNR icon
Pentair
PNR
+$467K

Sector Composition

1 Healthcare 10.68%
2 Financials 9.87%
3 Technology 9.26%
4 Industrials 8.06%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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