BWM
Boyd Wealth Management Portfolio holdings
AUM
$231M
This Quarter Return
+6.98%
1 Year Return
+11.74%
3 Year Return
+39.35%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+8.9%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
7.43%
Top 10 Holdings %
Top 10 Hldgs %
77.59%
Holding
44
New
3
Increased
16
Reduced
8
Closed
2
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$9.74M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$8.21M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.51M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.45M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
$5.16M |
Top Sells
| 1 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$7.5M |
| 2 |
Vanguard Value ETF
VTV
|
$5.09M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.81M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$4.34M |
| 5 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
$397K |
Sector Composition
| 1 | Technology | 1.36% |
| 2 | Consumer Discretionary | 0.6% |
| 3 | Industrials | 0.59% |
| 4 | Consumer Staples | 0.39% |
| 5 | Financials | 0.38% |
