BAW
Boyce & Associates Wealth Consulting Inc. Portfolio
Invests via Boyce & Associates Wealth Consulting Inc. | Managed by Eric Charles Boyce
Invests via Boyce & Associates Wealth Consulting Inc.
Managed by Eric Charles Boyce
Automatically Tracked
Company Profile
With a focus on personalized wealth management, Boyce & Associates Wealth Consulting Inc. operates as a prominent advisory firm dedicated to providing tailored financial strategies. The company leverages extensive expertise in individual and family finances, aligning investment solutions with the unique aspirations of clients. Renowned for its comprehensive approach, it has established a solid reputation within the industry for delivering sound advice that navigates complex market dynamics. Its proactive guidance empowers clients to pursue their long-term financial goals while addressing immediate needs, reflecting an enduring commitment to excellence in client service.
With a focus on personalized wealth management, Boyce & Associates Wealth Consulting Inc. operates as a prominent advisory firm dedicated to providing tailored financial strategies. The company leverages extensive expertise in individual and family finances, aligning investment solutions with the unique aspirations of clients. Renowned for its comprehensive approach, it has established a solid reputation within the industry for delivering sound advice that navigates complex market dynamics. Its proactive guidance empowers clients to pursue their long-term financial goals while addressing immediate needs, reflecting an enduring commitment to excellence in client service.
Investment Philosophy & Strategy
In an evolving financial landscape, Boyce & Associates Wealth Consulting Inc. prioritizes a tailored engagement with clients to craft bespoke investment pathways. This firm emphasizes building enduring client relationships through detailed assessments of individual and family financial situations, enabling it to develop strategies that align with both current needs and future aspirations. By fostering strategic flexibility, the organization adapts its approaches as market conditions change, ensuring dynamic responsiveness in capital deployment decisions. Additionally, the emphasis on transparency and education positions this consultancy as a trusted ally for clients seeking to navigate complex wealth management challenges.
In an evolving financial landscape, Boyce & Associates Wealth Consulting Inc. prioritizes a tailored engagement with clients to craft bespoke investment pathways. This firm emphasizes building enduring client relationships through detailed assessments of individual and family financial situations, enabling it to develop strategies that align with both current needs and future aspirations. By fostering strategic flexibility, the organization adapts its approaches as market conditions change, ensuring dynamic responsiveness in capital deployment decisions. Additionally, the emphasis on transparency and education positions this consultancy as a trusted ally for clients seeking to navigate complex wealth management challenges.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
41.94%
Gain +3.27%
Monthly
0.63%
Yearly
7.84%
Drawdown
15.5%
$148.89M
Equity
Holdings
$148.89M
Investment
$115.61M
$45.67M
Profit +$3.4M
Realized
$12.38M
Unrealized
$33.28M
Dividends
$11.65M
Goals
Avg. 84% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.27%
Profit
$3.4M
Win %
84%
This Week
Compared To Last Week
Gain
2.82%
Profit
$4.09M
Win %
84%
This Month
Compared to last month
Gain
2.82%
Profit
$4.09M
Win %
84%
This Year
Compared to last year
Gain
3.41%
Profit
$4.92M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$159,726.12 
GOOGL Alphabet Inc
+6.73%
+$94,081.89 
MSFT Microsoft Corp.
+3.02%
+$26,572.6 
NVDA NVIDIA Corporation
+2.93%
+$138,444.83 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$7,322.05 
CSCO Cisco Systems, Inc.
+2.14%
+$6,539.13 
SKYY First Trust Cloud Computing ETF
+2.12%
+$6,822.09 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$28,429.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$6,460 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$11,642.25 
WCME First Trust WCM Developing World Equity ETF
+0.91%
+$6,600.33 
AMLP Alerian MLP ETF
+0.89%
+$14,781.34 
TSLA Tesla, Inc.
+0.76%
+$3,337.01 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,836.97 
VOO Vanguard S&P 500 ETF
+0.71%
+$18,818.07 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$4,920.17 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,270.22 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$37,479.79 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,524.39 
AFLG First Trust Active Factor Large Cap ETF
+0.5%
+$18,824.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$96,993.43 
FTC First Trust Large Cap Growth Fund
+0.47%
+$18,016.02 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$1,952.48 
AVGO Broadcom Inc.
+0.37%
+$1,504.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$4,794.88 
SMH VanEck Semiconductor ETF
+0.3%
+$572.13 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$4,691.63 
VT Vanguard Total World Stock ETF
+0.26%
+$2,784.31 
FCEF First Trust Income Opportunities ETF
+0.24%
+$5,125.58 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$10,319.04 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$25,216.77 
DFAW Dimensional World Equity ETF
+0.22%
+$1,379.52 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,699.94 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$3,705.35 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$9,729.6 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$991.94 
FTSL First Trust Senior Loan ETF
+0.11%
+$1,089.5 
FSK FS KKR Capital Corp.
+0.1%
+$352.98 
WMT Walmart Inc.
+0.09%
+$650.21 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$264.46 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$1,279.17 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$354.32 
GTLS Chart Industries Inc.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$234,828.04 
ABBV AbbVie Inc.
-2.51%
-$9,025.65 
SLV iShares Silver Trust
-2.13%
-$4,575.96 
NFLX Netflix, Inc.
-2%
-$5,869.2 
AWK American Water Works Company, Inc.
-1.93%
-$4,424.64 
HYLN Hyliion Holdings Corp.
-1.66%
-$1,557.96 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$5,867.89 
IAU iShares Gold Trust
-1.46%
-$37,570.24 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$7,684.17 
SHW The Sherwin-Williams Company
-1.16%
-$3,184.01 
XOM Exxon Mobil Corporation
-0.97%
-$8,838.81 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$50,711.7 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$16,151.25 
PM Philip Morris International Inc.
-0.61%
-$1,820.72 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$10,567.42 
FTCS First Trust Capital Strength ETF
-0.51%
-$5,233.11 
WCMI First Trust WCM International Equity ETF
-0.49%
-$5,751.2 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$861.25 
ADSK Autodesk, Inc.
-0.33%
-$803.11 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$643.24 
VTV Vanguard Value ETF
-0.27%
-$831.89 
DUHP Dimensional US High Profitability ETF
-0.27%
-$8,552.39 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$548.13 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$1,525.36 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$727.86 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,689.15 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$881.59 
FMHI First Trust Municipal High Income Fund
-0.17%
-$2,304.98 
LNT Alliant Energy Corporation
-0.15%
-$792.66 
MUB iShares National Muni Bond ETF
-0.11%
-$408.84 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,678.82 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$206.88 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$4,898.32 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$406.98 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$7,150 
ONEO SPDR Russell 1000 Momentum Focus ETF
-0.01%
-$11.68 Events
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Dividends
Dividend Analysis
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| Trades 1050 | Longs Won 732/1050 69% | Profit Factor 5.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,634.1 |
| Average Win $77,090.27 | Best Trade (Aug 10) $4.29M | Sharpe Ratio -8.92 |
| Average Loss -$33,849.06 | Worst Trade (Sep 29) -$635,023.36 | Z-Score 12.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 6d | Expectancy $43,491.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,405 | 3,965 | 3,524 | 3,084 | 2,643 | 2,203 | 1,762 | 1,322 | 881 | 441 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Boyce & Associates Wealth Consulting Inc.?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Morningstar Wide Moat Fund - $3.71M, Apple Inc - $2.78M, iShares Core S&P 500 ETF - $2.02M, Franklin International Low Volatility High Dividend ETF - $1.33M, and First Trust TCW Unconstrained Plus Bond ETF - $1.22M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: First Trust Rising Dividend Achievers ETF - $599,215.11, Schwab International Equity ETF - $456,933.62, iShares MSCI USA Value Factor ETF - $452,272.44, iShares U.S. Small Cap Value Factor ETF - $255,404.16, and FT Tactical High Yield ETF - $253,316.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Boyce & Associates Wealth Consulting Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.65M earned over time. The largest contributors to dividend income include Fidelity S&P 500 Dividend Aristocrats ETF - $1.25M, First Trust TCW Unconstrained Plus Bond ETF - $1.22M, Franklin International Low Volatility High Dividend ETF - $923,472, JPMorgan Ultra-Short Income ETF - $700,027.01, and S&P 500 Core Premium Income Fund - $638,657.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Boyce & Associates Wealth Consulting Inc.'s monthly returns?
Boyce & Associates Wealth Consulting Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Boyce & Associates Wealth Consulting Inc.'s strategy be considered aggressive or moderate?
Boyce & Associates Wealth Consulting Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Boyce & Associates Wealth Consulting Inc.'s strategy?
Boyce & Associates Wealth Consulting Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
