BWM
Boyd Wealth Management Portfolio holdings
AUM
$236M
1-Year Est. Return
15.22%
This Fund
S&P 500
1 Year Est. Return
+15.22%
AUM
$232M
AUM Growth
+$1.31M
(+0.57%)
Holding
53
Top Buys
| 1 | +$21.8M | |
| 2 | +$8.36M | |
| 3 | +$938K | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$811K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$710K |
Top Sells
| 1 | +$33.2M | |
| 2 | +$7.78M | |
| 3 | +$1.61M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$398K |
| 5 |
Amazon
AMZN
|
+$328K |
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 | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.81T
| – | – |
-327
|
|
||
52
Morgan Stanley
MS
$289B
| – | – |
-2,267
|
|
||
53
Navitas Semiconductor
NVTS
$1.98B
| – | – |
-10,100
|
|