BWM

Boyd Wealth Management Portfolio holdings

AUM $231M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$18.4M
3
+$13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.17%
2 Consumer Discretionary 1.16%
3 Industrials 0.64%
4 Consumer Staples 0.54%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$620K 0.45%
+5,438
27
$602K 0.44%
+10,062
28
$561K 0.41%
+2,480
29
$527K 0.38%
+3,160
30
$510K 0.37%
+1,486
31
$477K 0.35%
+12,165
32
$455K 0.33%
+17,760
33
$452K 0.33%
+1,135
34
$372K 0.27%
+4,000
35
$311K 0.23%
+1,161
36
$280K 0.2%
+1,768
37
$249K 0.18%
+4,217
38
$234K 0.17%
+6,753
39
$221K 0.16%
+10,356
40
$155K 0.11%
+23,958
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