BWM

Boyd Wealth Management Portfolio holdings

AUM $236M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.02M
3
+$6.69M
4
VTV icon
Vanguard Value ETF
VTV
+$4.94M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$793K

Top Sells

1
+$11.3M
2
+$9.89M
3
+$1.27M
4
EFAX icon
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$269K
5
KO icon
Coca-Cola
KO
+$201K

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
$66.2K 0.03%
+10,100
52
$11.6K 0.01%
23,958
53
– –
-2,803
1 2
3