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
$161M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.78M
3
+$6.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.74M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.7M

Top Sells

1
+$20.7M
2
+$5.66M
3
+$5.63M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$596K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$512K

Sector Composition

1 Technology 1.38%
2 Consumer Discretionary 0.68%
3 Industrials 0.59%
4 Consumer Staples 0.38%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$780K 0.48%
10,209
+3,649
27
$709K 0.44%
8,403
+1,353
28
$612K 0.38%
4,175
-215
29
$604K 0.38%
1,476
-1
30
$567K 0.35%
1,417
-69
31
$547K 0.34%
2,200
32
$546K 0.34%
3,595
-40
33
$491K 0.31%
8,476
-679
34
$397K 0.25%
15,895
-226,718
35
$389K 0.24%
4,000
36
$308K 0.19%
863
37
$289K 0.18%
2,893
38
$260K 0.16%
1,527
-150
39
$218K 0.14%
+1,333
40
$218K 0.14%
1,560
-50
41
$20K 0.01%
23,958
42
– –
-3,040
43
– –
-2,379
1
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