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
$175M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$8.21M
3
+$5.51M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$5.16M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$514K

Top Sells

1
+$7.5M
2
+$5.09M
3
+$4.81M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M

Sector Composition

1 Technology 1.36%
2 Consumer Discretionary 0.6%
3 Industrials 0.59%
4 Consumer Staples 0.39%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$742K 0.42%
4,327
+12
27
$729K 0.42%
8,063
-340
28
$677K 0.39%
4,175
29
$659K 0.38%
3,655
+60
30
$656K 0.37%
1,477
+1
31
$582K 0.33%
1,417
32
$514K 0.29%
+4,776
33
$511K 0.29%
8,476
34
$454K 0.26%
4,000
35
$387K 0.22%
2,200
36
$363K 0.21%
863
37
$336K 0.19%
2,893
38
$306K 0.17%
1,527
39
$255K 0.15%
1,333
40
$235K 0.13%
1,560
41
$229K 0.13%
+1,951
42
$12.2K 0.01%
23,958
43
– –
-15,895
44
– –
-93,530
1
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