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
$197M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.92M
3
+$4.58M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.42M
5
VTV icon
Vanguard Value ETF
VTV
+$2.55M

Top Sells

1
+$7.84M
2
+$5.29M
3
+$4.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Sector Composition

1 Technology 1.73%
2 Financials 0.64%
3 Industrials 0.52%
4 Consumer Staples 0.47%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$900K 0.46%
18,221
-408
27
$881K 0.45%
+17,451
28
$717K 0.36%
4,140
-35
29
$650K 0.33%
3,488
-60
30
$593K 0.3%
7,565
+298
31
$591K 0.3%
1,417
32
$549K 0.28%
8,476
33
$453K 0.23%
789
34
$437K 0.22%
4,000
35
$435K 0.22%
945
+82
36
$374K 0.19%
2,832
+383
37
$339K 0.17%
2,893
38
$334K 0.17%
3,079
+243
39
$326K 0.17%
+7,459
40
$322K 0.16%
1,527
41
$296K 0.15%
19,591
+228
42
$295K 0.15%
1,333
43
$279K 0.14%
19,347
+133
44
$275K 0.14%
1,660
+100
45
$206K 0.1%
+1,700
46
$202K 0.1%
10,446
47
$201K 0.1%
+2,803
48
$36.9K 0.02%
23,958
49
– –
-197,318
50
– –
-103,379
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