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
$181M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$5.37M
3
+$4.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.94M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.15M

Top Sells

1
+$7.71M
2
+$5.16M
3
+$3.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.34M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$770K

Sector Composition

1 Technology 1.49%
2 Financials 0.63%
3 Industrials 0.54%
4 Consumer Staples 0.38%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$782K 0.43%
8,878
+815
27
$689K 0.38%
4,175
28
$686K 0.38%
3,548
-107
29
$544K 0.3%
7,267
-4,608
30
$529K 0.29%
1,417
31
$511K 0.28%
8,476
32
$441K 0.24%
4,000
33
$429K 0.24%
789
-1,415
34
$351K 0.19%
863
35
$333K 0.18%
2,893
36
$312K 0.17%
2,449
+498
37
$309K 0.17%
1,527
38
$304K 0.17%
+19,363
39
$302K 0.17%
2,836
-1,940
40
$284K 0.16%
1,560
41
$278K 0.15%
+19,214
42
$231K 0.13%
1,333
43
$185K 0.1%
+10,446
44
$21.6K 0.01%
23,958
45
– –
-103,228
46
– –
-1,477
47
– –
-2,200
1
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