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Aryn Sands

@Boyce & Associates Wealth Consulting, Inc.

Latest period2024 - Q4ReportedManaged Assets$98.837MTotal holdings70
Assets growth rate2.72%Assets growth rate (2-Q avg)7.88%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyce & Associates Wealth Consulting, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Boyce & Associates Wealth Consulting, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 98.837M in assets, with a quarterly growth rate of 2.72% and a 2-quarter average growth rate of 7.88%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GPIXGoldman Sachs Etf Tr
Recent Activity
New Position
2.32%
$2.285M
46,208 shares@ $49.46 avg price
FMHIFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.61%
$598,603
12,396 shares@ $48.3 avg price
DFSUDimensional Etf Trust
Recent Activity
New Position
0.26%
$251,163
6,627 shares@ $37.9 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.25%
$242,281
1,045 shares@ $231.85 avg price
DFEMDimensional Etf Trust
Recent Activity
New Position
0.21%
$201,349
7,688 shares@ $26.2 avg price