BWM
Boyd Wealth Management Portfolio holdings
AUM
$236M
1-Year Est. Return
14.26%
This Fund
S&P 500
1 Year Est. Return
+14.26%
AUM
$236M
AUM Growth
+$658K
(+0.28%)
Holding
51
Top Buys
| 1 | +$13.6M | |
| 2 | +$8.94M | |
| 3 | +$1.38M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$758K |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$469K |
Top Sells
| 1 | +$12.8M | |
| 2 | +$8.36M | |
| 3 | +$217K | |
| 4 |
Microsoft
MSFT
|
+$209K |
| 5 |
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
|
+$191K |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Industrials | 0.55% |
| 3 | Financials | 0.39% |
| 4 | Consumer Staples | 0.31% |
| 5 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.39B
| – | – |
-347,777
|
|