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
$125M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.01M
3
+$2.25M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.58M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.22M

Top Sells

1
+$4.49M
2
+$2.97M
3
+$906K
4
VTV icon
Vanguard Value ETF
VTV
+$732K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$378K

Sector Composition

1 Technology 1.03%
2 Consumer Discretionary 0.77%
3 Industrials 0.63%
4 Consumer Staples 0.43%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$614K 0.49%
4,445
+76
27
$577K 0.46%
2,175
28
$545K 0.44%
12,691
-1,448
29
$542K 0.43%
4,293
-5
30
$525K 0.42%
18,063
+3,048
31
$496K 0.4%
1,486
32
$414K 0.33%
2,423
-21
33
$392K 0.31%
1,466
+2
34
$387K 0.31%
5,216
-5,101
35
$382K 0.31%
3,380
-100
36
$327K 0.26%
5,231
-395
37
$293K 0.23%
4,000
38
$242K 0.19%
2,768
39
$230K 0.18%
+863
40
$216K 0.17%
3,000
41
$124K 0.1%
23,958
42
$2K ﹤0.01%
+406
43
– –
-4,263
44
– –
-18,158
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