BWM
Boyd Wealth Management Portfolio holdings
AUM
$231M
This Quarter Return
-10.51%
1 Year Return
+11.74%
3 Year Return
+39.35%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(-8.4%)
Cap. Flow
+$5.22M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
76.76%
Holding
46
New
7
Increased
15
Reduced
11
Closed
4
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$6.71M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$5.43M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.83M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.95M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.53M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$9.19M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$3.41M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.25M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.16M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.03M |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Consumer Discretionary | 0.7% |
| 3 | Industrials | 0.62% |
| 4 | Consumer Staples | 0.5% |
| 5 | Energy | 0.19% |
