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 | +$21.6M | |
| 2 | +$7.89M | |
| 3 | +$911K | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$773K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$689K |
Top Sells
| 1 | +$32.9M | |
| 2 | +$7.67M | |
| 3 | +$1.46M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$343K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.51T
| – | – |
-861
|
|
||
52
Energy Transfer Partners
ET
$65.8B
| – | – |
-17,894
|
|
||
53
Navitas Semiconductor
NVTS
$2.19B
| – | – |
-10,100
|
|