BWM
Boyd Wealth Management Portfolio holdings
AUM
$231M
1-Year Est. Return
11.74%
1 Year Est. Return
+11.74%
AUM
$231M
AUM Growth
+$30.3M
(+15%)
Holding
53
Top Buys
| 1 | +$12.9M | |
| 2 | +$7.07M | |
| 3 | +$7.07M | |
| 4 |
Vanguard Value ETF
VTV
|
+$5.16M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$845K |
Top Sells
| 1 | +$12M | |
| 2 | +$11M | |
| 3 | +$1.29M | |
| 4 |
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
|
+$283K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$215K |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Financials | 0.66% |
| 3 | Industrials | 0.54% |
| 4 | Consumer Discretionary | 0.48% |
| 5 | Communication Services | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Navitas Semiconductor
NVTS
$3.64B
| $66.2K | 0.03% |
+10,100
|
|
||
52
Origin Materials
ORGN
$108M
| $11.6K | 0.01% |
23,958
|
|
||
53
Coca-Cola
KO
$295B
| – | – |
-2,803
|
|