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
201
$36K 0.01%
774
202
$35.8K 0.01%
415
203
$35.6K 0.01%
607
204
$35.3K 0.01%
2,657
205
$34.7K 0.01%
435
206
$34.7K 0.01%
1,166
207
$34.6K 0.01%
1,061
208
$34.5K 0.01%
329
209
$34.3K 0.01%
913
210
$34.1K 0.01%
1,665
+191
211
$32.7K 0.01%
329
212
$32.5K 0.01%
650
213
$32.3K 0.01%
1,132
214
$32.1K 0.01%
304
215
$30.9K 0.01%
167
216
$30.8K 0.01%
339
217
$30K 0.01%
588
+163
218
$29.9K 0.01%
448
219
$29.8K 0.01%
1,076
220
$29.5K 0.01%
322
+230
221
$29.2K 0.01%
700
222
$29K 0.01%
56
223
$29K 0.01%
2,838
224
$28.3K 0.01%
3,670
225
$28K 0.01%
1,464