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
$279M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$428K
3
+$367K
4
C icon
Citigroup
C
+$362K
5
AMD icon
Advanced Micro Devices
AMD
+$324K

Top Sells

1
+$1.05M
2
+$817K
3
+$525K
4
CRWD icon
CrowdStrike
CRWD
+$460K
5
PEP icon
PepsiCo
PEP
+$349K

Sector Composition

1 Technology 21.62%
2 Healthcare 13.75%
3 Industrials 10.82%
4 Financials 9.98%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$54.9K 0.02%
59
177
$54.8K 0.02%
634
178
$52.8K 0.02%
1,052
179
$52.6K 0.02%
125
-82
180
$52.3K 0.02%
1,696
-225
181
$51.9K 0.02%
332
182
$49.3K 0.02%
362
183
$49.2K 0.02%
620
184
$47.6K 0.02%
681
185
$46.1K 0.02%
138
186
$45K 0.02%
99
187
$43.8K 0.02%
174
188
$43.5K 0.02%
428
189
$43.2K 0.02%
1,480
190
$43K 0.02%
177
191
$42K 0.02%
338
192
$41K 0.01%
1,101
193
$40.6K 0.01%
262
194
$40.5K 0.01%
114
195
$40.4K 0.01%
375
196
$39.6K 0.01%
460
197
$39.2K 0.01%
320
-25
198
$37.9K 0.01%
600
199
$37.8K 0.01%
72
200
$37.1K 0.01%
500
6 7
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