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:
23.9%
Gain +0.35%
Monthly
0.34%
Yearly
4.11%
Drawdown
13.44%
$144.08M
Equity
Holdings
$144.08M
Investment
$113.71M
$35.31M
Profit +$558,786.92
Realized
$4.94M
Unrealized
$30.37M
Dividends
$10.73M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$558,786.92
Win %
89%
This Week
Compared To Last Week
Gain
0.96%
Profit
$1.37M
Win %
89%
This Month
Compared to last month
Gain
0.37%
Profit
$535,840.33
Win %
89%
This Year
Compared to last year
Gain
4.46%
Profit
$6.94M
Win %
88%
SLV iShares Silver Trust
+3.56%
+$8,750.52 
NVDA NVIDIA Corporation
+3.54%
+$185,238.9 
SPMO Invesco S&P 500 Momentum ETF
+3.52%
+$49,446 
FPX First Trust US Equity Opportunities ETF
+3.45%
+$20,491.03 
AMZN Amazon.com Inc
+3.13%
+$33,017.42 
AVGO Broadcom Inc.
+3.11%
+$12,392.27 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+3.03%
+$13,929.75 
FTC First Trust Large Cap Growth Fund
+2.79%
+$109,456.87 
GOOGL Alphabet Inc
+2.69%
+$40,275.63 
DFEV Dimensional Emerging Markets Value ETF
+2.68%
+$48,342.55 
GLDM SPDR Gold MiniShares Trust
+2.63%
+$10,798.89 
IAU iShares Gold Trust
+2.61%
+$66,084.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+2.39%
+$13,678.4 
MSFT Microsoft Corp.
+2.31%
+$31,777.53 
WCMI First Trust WCM International Equity ETF
+2.17%
+$24,550.26 
SKYY First Trust Cloud Computing ETF
+2.02%
+$6,224.86 
AAPL Apple Inc.
+1.82%
+$50,937.41 
WCME First Trust WCM Developing World Equity ETF
+1.8%
+$13,305.41 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$4,486.45 
SCHB Schwab U.S. Broad Market ETF
+1.74%
+$5,089.5 
VOO Vanguard S&P 500 ETF
+1.74%
+$38,051.67 
DFUS Dimensional U.S. Equity Market ETF
+1.73%
+$12,275.22 
NFLX Netflix, Inc.
+1.66%
+$5,346.6 
DUHP Dimensional US High Profitability ETF
+1.58%
+$48,501.77 
VT Vanguard Total World Stock ETF
+1.55%
+$17,474.2 
GPIX S&P 500 Core Premium Income Fund
+1.51%
+$89,720.51 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.44%
+$10,242.72 
DFAW Dimensional World Equity ETF
+1.22%
+$7,692.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.2%
+$14,665.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$11,533.2 
TSLA Tesla, Inc.
+1.16%
+$7,462.32 
DFSU Dimensional US Sustainability Core 1 ETF
+1.12%
+$3,735.02 
AFLG First Trust Active Factor Large Cap ETF
+1.1%
+$39,842.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.09%
+$213,157.99 
MOAT VanEck Morningstar Wide Moat Fund
+1.08%
+$113,881.56 
SHW The Sherwin-Williams Company
+0.93%
+$2,340.24 
VFLO VictoryShares Free Cash Flow ETF
+0.89%
+$32,965.23 
RDVI FT Vest Rising Dividend Achievers Fund
+0.87%
+$18,035.25 
FNDF Schwab Fundamental International Large Company Index ETF
+0.87%
+$14,714.35 
ONEO SPDR Russell 1000 Momentum Focus ETF
+0.79%
+$2,006.8 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.71%
+$13,571.84 
LNT Alliant Energy Corporation
+0.6%
+$3,170.64 
FCEF First Trust Income Opportunities ETF
+0.59%
+$11,778.34 
VTV Vanguard Value ETF
+0.53%
+$1,620.37 
DFAI Dimensional International Core Equity Market ETF
+0.45%
+$10,569.7 
AWK American Water Works Company, Inc.
+0.44%
+$949.76 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.41%
+$30,700.02 
FPE First Trust Preferred Securities and Income ETF
+0.28%
+$2,388.1 
PYLD PIMCO Multisector Bond Active ETF
+0.23%
+$2,022.12 
FLTR VanEck IG Floating Rate ETF
+0.16%
+$503.32 
FTSL First Trust Senior Loan ETF
+0.14%
+$1,334.06 
HYLN Hyliion Holdings Corp.
+0.14%
+$259.66 
JSCP JPMorgan Short Duration Core Plus ETF
+0.12%
+$6,803.46 
JMUB JPMorgan Municipal Bond ETF
+0.12%
+$1,811.82 
MUB iShares National Muni Bond ETF
+0.11%
+$408.11 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$213.3 
ADSK Autodesk, Inc.
+0.09%
+$186.68 
FMHI First Trust Municipal High Income Fund
+0.07%
+$947.1 
JPST JPMorgan Ultra-Short Income ETF
+0.06%
+$510.45 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.05%
+$255.08 
DFAS Dimensional U.S. Small Cap ETF
+0.05%
+$251.4 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$93.56 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.04%
+$3,552.44 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.04%
+$91.07 
XOM Exxon Mobil Corporation
-4.14%
-$35,175.81 
XLE Energy Select Sector SPDR Fund
-3.48%
-$17,014 
ABBV AbbVie Inc.
-2.7%
-$8,503.9 
NTR Nutrien Ltd.
-2.2%
-$5,653.06 
AMLP Alerian MLP ETF
-1.71%
-$26,077.89 
VNOM Viper Energy Inc. Class A Common Stock
-1.55%
-$4,393.23 
PM Philip Morris International Inc.
-1.35%
-$3,842.07 
FSK FS KKR Capital Corp.
-1.18%
-$4,582.24 
AVUV Avantis U.S. Small Cap Value ETF
-0.96%
-$9,920.4 
CSCO Cisco Systems, Inc.
-0.77%
-$2,501.69 
LVHI Franklin International Low Volatility High Dividend ETF
-0.63%
-$42,914.56 
SCHD Schwab U.S. Dividend Equity ETF
-0.58%
-$8,276.78 
WMT Walmart Inc.
-0.18%
-$3,397.92 
FTCS First Trust Capital Strength ETF
-0.17%
-$1,869.28 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.07%
-$280.8 
GTLS Chart Industries Inc.
-0.02%
-$88 Events
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Dividends
Dividend Analysis
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| Trades 978 | Longs Won 610/978 62% | Profit Factor 5.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $212,803.09 |
| Average Win $70,771.68 | Best Trade (Jun 16) $4.27M | Sharpe Ratio -9.2 |
| Average Loss -$21,347.54 | Worst Trade (Sep 29) -$635,023.36 | Z-Score 1.53 (87.39%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $36,109.23 |
| 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 | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
Hover over the desired column for a detailed explanation.
Returns
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