BWAM
Boyd Watterson Asset Management Portfolio holdings
AUM
$318M
This Quarter Return
+2.4%
1 Year Return
+18.4%
3 Year Return
+79.22%
5 Year Return
+132.54%
10 Year Return
+247.58%
AUM
$360M
AUM Growth
+$360M
(-1.5%)
Cap. Flow
-$7.18M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
43.84%
Holding
443
New
5
Increased
35
Reduced
89
Closed
9
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$1.72M |
| 2 |
Etsy
ETSY
|
$1.1M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$907K |
| 4 |
PayPal
PYPL
|
$634K |
| 5 |
TJX Companies
TJX
|
$604K |
Top Sells
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Financials | 10.48% |
| 3 | Industrials | 8.84% |
| 4 | Healthcare | 8.52% |
| 5 | Consumer Discretionary | 5.38% |
