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
$122M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$5.43M
3
+$3.83M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.95M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$9.19M
2
+$3.41M
3
+$3.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.7%
3 Industrials 0.62%
4 Consumer Staples 0.5%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$694K 0.57%
+13,983
27
$676K 0.55%
3,033
-372
28
$618K 0.5%
4,298
29
$597K 0.49%
4,369
+716
30
$488K 0.4%
2,175
31
$462K 0.38%
15,015
+5,517
32
$445K 0.36%
1,486
33
$430K 0.35%
2,444
-431
34
$410K 0.33%
1,464
+327
35
$376K 0.31%
+5,626
36
$370K 0.3%
3,480
+180
37
$358K 0.29%
+4,608
38
$318K 0.26%
4,000
39
$237K 0.19%
2,768
40
$224K 0.18%
4,263
41
$215K 0.18%
3,000
42
$123K 0.1%
23,958
43
– –
-12,874
44
– –
-1,527
45
– –
-35,304
46
– –
-3,725
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