BWM
Boyd Wealth Management Portfolio holdings
AUM
$231M
This Quarter Return
+5.9%
1 Year Return
+11.74%
3 Year Return
+39.35%
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+8.9%)
Cap. Flow
+$5.8M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
76.76%
Holding
50
New
6
Increased
15
Reduced
15
Closed
2
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$7.84M |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
$4.92M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.58M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$4.42M |
| 5 |
Vanguard Value ETF
VTV
|
$2.55M |
Top Sells
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 0.64% |
| 3 | Industrials | 0.52% |
| 4 | Consumer Staples | 0.47% |
| 5 | Consumer Discretionary | 0.33% |
