BWM

Boyd Wealth Management Portfolio holdings

AUM $236M
1-Year Est. Return 14.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.89M
3
+$911K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$773K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$689K

Top Sells

1
+$32.9M
2
+$7.67M
3
+$1.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$343K
5
AMZN icon
Amazon
AMZN
+$339K

Sector Composition

1 Technology 1.62%
2 Industrials 0.5%
3 Financials 0.41%
4 Consumer Discretionary 0.34%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$789K 0.34%
3,592
-1,496
27
$774K 0.33%
16,287
+15
28
$691K 0.3%
4,200
-99
29
$645K 0.28%
968
30
$637K 0.27%
1,394
31
$623K 0.27%
8,476
32
$589K 0.25%
22,350
+32
33
$582K 0.25%
3,786
34
$578K 0.25%
3,097
+132
35
$525K 0.23%
4,000
36
$521K 0.22%
4,888
+46
37
$475K 0.2%
945
38
$473K 0.2%
1,498
39
$399K 0.17%
13,812
-409
40
$397K 0.17%
1,632
-1,637
41
$395K 0.17%
8,017
+153
42
$384K 0.17%
+9,173
43
$376K 0.16%
1,333
44
$326K 0.14%
2,893
45
$264K 0.11%
1,140
-47
46
$221K 0.1%
426
-500
47
$12.4K 0.01%
799
48
– –
-435
49
– –
-327
50
– –
-2,267
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