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
$203M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$6.83M
3
+$3.97M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.58M
5
VTV icon
Vanguard Value ETF
VTV
+$3.01M

Top Sells

1
+$8.56M
2
+$4.92M
3
+$4.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
GBDC icon
Golub Capital BDC
GBDC
+$296K

Sector Composition

1 Technology 1.82%
2 Industrials 0.54%
3 Financials 0.51%
4 Energy 0.39%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$872K 0.43%
17,497
+46
27
$765K 0.38%
3,488
28
$689K 0.34%
4,112
-28
29
$591K 0.29%
1,394
-23
30
$545K 0.27%
7,298
-267
31
$518K 0.26%
883
+94
32
$499K 0.25%
8,476
33
$496K 0.24%
4,000
34
$428K 0.21%
945
35
$420K 0.21%
3,131
+1,431
36
$410K 0.2%
3,847
+768
37
$359K 0.18%
1,498
-29
38
$340K 0.17%
2,438
-394
39
$314K 0.16%
1,660
40
$311K 0.15%
2,893
41
$293K 0.14%
1,333
42
$283K 0.14%
+8,752
43
$258K 0.13%
6,485
-974
44
$249K 0.12%
19,347
45
$243K 0.12%
10,446
46
$223K 0.11%
+11,393
47
$211K 0.1%
+1,187
48
$30.7K 0.02%
23,958
49
– –
-19,591
50
– –
-95,009
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