BWM
Boyd Wealth Management Portfolio holdings
AUM
$231M
This Quarter Return
+5.79%
1 Year Return
+11.74%
3 Year Return
+39.35%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.7%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$20.9M |
| 2 |
Schwab International Equity ETF
SCHF
|
$18.4M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$13M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$10.5M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.17% |
| 2 | Consumer Discretionary | 1.16% |
| 3 | Industrials | 0.64% |
| 4 | Consumer Staples | 0.54% |
| 5 | Financials | 0.2% |
