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:
40.74%
Gain -2.44%
Monthly
0.54%
Yearly
6.67%
Drawdown
15.5%
$145.07M
Equity
Holdings
$145.07M
Investment
$115.61M
$41.84M
Profit -$2.67M
Realized
$12.38M
Unrealized
$29.46M
Dividends
$12.16M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.44%
Profit
-$2.67M
Win %
75%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$1.38M
Win %
75%
This Month
Compared to last month
Gain
-2.38%
Profit
-$3.54M
Win %
75%
This Year
Compared to last year
Gain
0.76%
Profit
$1.09M
Win %
75%
SMH VanEck Semiconductor ETF
+3.7%
+$7,442.95 
SKYY First Trust Cloud Computing ETF
+3.29%
+$12,254.5 
HYLN Hyliion Holdings Corp.
+2.98%
+$3,245.75 
TSLA Tesla, Inc.
+2.82%
+$14,507.65 
MGK Vanguard Mega Cap Growth ETF
+2.54%
+$28,247.78 
WCME First Trust WCM Developing World Equity ETF
+2.48%
+$18,767.22 
SCHG Schwab U.S. Large-Cap Growth ETF
+2.22%
+$13,356.9 
NVDA NVIDIA Corporation
+2.21%
+$119,169.09 
FTC First Trust Large Cap Growth Fund
+2.16%
+$81,831.62 
DFEV Dimensional Emerging Markets Value ETF
+2.13%
+$39,014.68 
NFLX Netflix, Inc.
+2.08%
+$5,989.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.06%
+$10,067.48 
SPMO Invesco S&P 500 Momentum ETF
+1.91%
+$32,612.55 
FSK FS KKR Capital Corp.
+1.86%
+$7,412.58 
AMZN Amazon.com Inc
+1.84%
+$20,674.05 
GOOGL Alphabet Inc
+1.79%
+$26,189.64 
VOO Vanguard S&P 500 ETF
+1.55%
+$42,146.6 
SPY SPDR S&P 500 ETF Trust
+1.52%
+$3,985.24 
WCMI First Trust WCM International Equity ETF
+1.5%
+$17,556.31 
SCHB Schwab U.S. Broad Market ETF
+1.5%
+$3,945.48 
DFSU Dimensional US Sustainability Core 1 ETF
+1.48%
+$5,097.15 
VT Vanguard Total World Stock ETF
+1.48%
+$15,890.94 
DUHP Dimensional US High Profitability ETF
+1.47%
+$47,815.64 
DFUS Dimensional U.S. Equity Market ETF
+1.47%
+$10,718.92 
GPIX S&P 500 Core Premium Income Fund
+1.21%
+$74,408.62 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.11%
+$224,942.21 
MSFT Microsoft Corp.
+1.1%
+$10,593.93 
DFAW Dimensional World Equity ETF
+1.09%
+$7,012.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.08%
+$14,534.48 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.07%
+$7,722.14 
FPX First Trust US Equity Opportunities ETF
+1.06%
+$5,894.26 
AVGO Broadcom Inc.
+0.97%
+$3,615.71 
MOAT VanEck Morningstar Wide Moat Fund
+0.97%
+$109,271.76 
FNDF Schwab Fundamental International Large Company Index ETF
+0.91%
+$16,346.39 
RDVI FT Vest Rising Dividend Achievers Fund
+0.9%
+$18,897.28 
SHW The Sherwin-Williams Company
+0.87%
+$2,234.4 
DFAI Dimensional International Core Equity Market ETF
+0.85%
+$21,534.84 
ABBV AbbVie Inc.
+0.75%
+$2,755.14 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.73%
+$57,161.4 
ADSK Autodesk, Inc.
+0.71%
+$1,606.22 
AFLG First Trust Active Factor Large Cap ETF
+0.71%
+$26,952.66 
WMT Walmart Inc.
+0.6%
+$4,161.28 
LVHI Franklin International Low Volatility High Dividend ETF
+0.57%
+$40,569.36 
DFAS Dimensional U.S. Small Cap ETF
+0.56%
+$2,770.68 
AAPL Apple Inc.
+0.53%
+$17,047.06 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.49%
+$2,374.05 
VTV Vanguard Value ETF
+0.44%
+$1,367.7 
FCEF First Trust Income Opportunities ETF
+0.34%
+$7,060.92 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.31%
+$672.36 
CSCO Cisco Systems, Inc.
+0.29%
+$861.12 
FPE First Trust Preferred Securities and Income ETF
+0.29%
+$2,479.85 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.28%
+$641.87 
IEF iShares 7-10 Year Treasury Bond ETF
+0.28%
+$618.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.27%
+$4,049.91 
PYLD PIMCO Multisector Bond Active ETF
+0.23%
+$2,026.98 
JCPB JPMorgan Core Plus Bond ETF
+0.21%
+$473.38 
ONEO SPDR Russell 1000 Momentum Focus ETF
+0.18%
+$467.04 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.12%
+$10,725 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.11%
+$1,864.2 
FTSL First Trust Senior Loan ETF
+0.09%
+$871.6 
FTCS First Trust Capital Strength ETF
+0.07%
+$666.97 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.03%
+$69.66 
JMUB JPMorgan Municipal Bond ETF
+0.03%
+$457.86 
JSCP JPMorgan Short Duration Core Plus ETF
+0.02%
+$1,371.53 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$70.72 
FLTR VanEck IG Floating Rate ETF
+0.01%
+$27.77 
NTCXF Natcore Technology Inc.
-99%
-$0.34 
XOM Exxon Mobil Corporation
-2.93%
-$27,642.89 
AWK American Water Works Company, Inc.
-1.06%
-$2,421.82 
LNT Alliant Energy Corporation
-1.01%
-$4,791.99 
AMLP Alerian MLP ETF
-0.73%
-$12,066.4 
VNOM Viper Energy Inc. Class A Common Stock
-0.69%
-$1,846.43 
GLDM SPDR Gold MiniShares Trust
-0.64%
-$2,712.05 
IAU iShares Gold Trust
-0.56%
-$15,294.08 
SLV iShares Silver Trust
-0.53%
-$1,284.48 
PM Philip Morris International Inc.
-0.47%
-$1,373.27 
VFLO VictoryShares Free Cash Flow ETF
-0.34%
-$15,478.56 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.11%
-$397.02 
MUB iShares National Muni Bond ETF
-0.09%
-$323.67 
AVUV Avantis U.S. Small Cap Value ETF
-0.06%
-$620.06 
FMHI First Trust Municipal High Income Fund
-0.05%
-$641.89 
GTLS Chart Industries Inc.
-0.01%
-$21.5 Events
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Dividends
Dividend Analysis
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| Trades 1050 | Longs Won 691/1050 65% | Profit Factor 4.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $225,423.83 |
| Average Win $77,267.72 | Best Trade (Sep 04) $4.5M | Sharpe Ratio -8.92 |
| Average Loss -$32,168.42 | Worst Trade (Sep 29) -$635,023.36 | Z-Score 6.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w | Expectancy $39,850.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,505 | 4,054 | 3,604 | 3,153 | 2,703 | 2,252 | 1,802 | 1,351 | 901 | 450 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,577 | $2.44M | $3.24M | - | $797,572.56 | 32.71% | +0.53% |
| ABBV AbbVie Inc. | 1,395 | $260,742.59 | $370,979.32 | - | $110,236.73 | 42.28% | +0.748% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 10,344 | $213,500.16 | $215,827.56 | - | $2,327.4 | 1.09% | +0.313% |
| ADSK Autodesk, Inc. | 1,043 | $213,408.23 | $227,885.07 | - | $14,476.84 | 6.78% | +0.71% |
| AFLG First Trust Active Factor Large Cap ETF | 85,564 | $3.05M | $3.84M | - | $787,553.27 | 25.81% | +0.707% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 15,535 | $1.62M | $1.66M | - | $39,250.88 | 2.43% | +0.113% |
| AMLP Alerian MLP ETF | 30,166 | $1.36M | $1.65M | - | $286,941.37 | 21.11% | -0.728% |
| AMZN Amazon.com Inc | 4,427 | $498,515.67 | $1.14M | - | $645,332.59 | 129.45% | +1.841% |
| AVGO Broadcom Inc. | 1,045 | $338,075.55 | $377,318.15 | - | $39,242.6 | 11.61% | +0.968% |
| AVUV Avantis U.S. Small Cap Value ETF | 8,858 | $852,709.69 | $1.08M | - | $226,991.93 | 26.62% | -0.057% |
| AWK American Water Works Company, Inc. | 1,676 | $245,665.36 | $225,346.58 | - | -$20,318.78 | -8.27% | -1.063% |
| CSCO Cisco Systems, Inc. | 2,691 | $208,834.56 | $295,552.53 | - | $86,717.97 | 41.52% | +0.292% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 29,968 | $951,493.7 | $1.36M | - | $407,105.58 | 42.79% | +1.081% |
| DFAI Dimensional International Core Equity Market ETF | 59,819 | $1.91M | $2.54M | - | $633,444.43 | 33.14% | +0.853% |
| DFAS Dimensional U.S. Small Cap ETF | 6,297 | $349,627.62 | $500,926.35 | - | $151,298.73 | 43.27% | +0.556% |
| DFAW Dimensional World Equity ETF | 7,664 | $487,283.72 | $649,868.88 | - | $162,585.16 | 33.37% | +1.091% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 19,067 | $463,103.33 | $726,357.36 | - | $263,254.03 | 56.85% | +1.075% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 12,203 | $352,521.45 | $500,017.92 | - | $147,496.47 | 41.84% | +2.055% |
| DFEV Dimensional Emerging Markets Value ETF | 42,639 | $1.13M | $1.87M | - | $740,190.93 | 65.69% | +2.134% |
| DFSU Dimensional US Sustainability Core 1 ETF | 7,230 | $276,267.17 | $348,522.15 | - | $72,254.98 | 26.15% | +1.484% |
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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 - $1.39M, and First Trust TCW Unconstrained Plus Bond ETF - $1.29M. 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 $12.16M earned over time. The largest contributors to dividend income include First Trust TCW Unconstrained Plus Bond ETF - $1.29M, Fidelity S&P 500 Dividend Aristocrats ETF - $1.25M, Franklin International Low Volatility High Dividend ETF - $984,559.31, JPMorgan Ultra-Short Income ETF - $702,454.8, and S&P 500 Core Premium Income Fund - $682,420.39. 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.
