BWM

Boyd Wealth Management Portfolio holdings

AUM $231M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$18.4M
3 +$13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
IJH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.9M 15.17%
+47,865
2
$18.4M 13.37%
+947,658
3
$13M 9.45%
+179,632
4
$10.5M 7.66%
+22,115
5
$10.3M 7.47%
+181,775
6
$9M 6.54%
+78,925
7
$7.68M 5.58%
+239,795
8
$6.44M 4.67%
+217,294
9
$4.79M 3.48%
+64,198
10
$4.54M 3.3%
+85,604
11
$4M 2.91%
+79,422
12
$3.52M 2.55%
+30,706
13
$3.44M 2.49%
+23,349
14
$3.13M 2.27%
+26,993
15
$2.44M 1.77%
+9,562
16
$1.37M 0.99%
+4,258
17
$1.19M 0.86%
+2,494
18
$1.1M 0.8%
+9,431
19
$966K 0.7%
+17,711
20
$964K 0.7%
+11,056
21
$942K 0.68%
+14,818
22
$878K 0.64%
+42,896
23
$766K 0.56%
+2,175
24
$739K 0.54%
+4,518
25
$641K 0.47%
+3,609