Aryn Sands

@Boyce & Associates Wealth Consulting, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$98.837M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DGRWWisdomtree Tr Recent Activity Increased 15.31%	11.91%	$11.765M 145,367 shares@ $80.94 avg price	Increased 15.31%
UCONFirst Tr Exchng Traded Fd Vi Recent Activity Increased 9.51%	10.45%	$10.328M 418,970 shares@ $24.66 avg price	Increased 9.51%
LVHILegg Mason Etf Invt Recent Activity Increased 10.15%	5.71%	$5.641M 184,818 shares@ $30.52 avg price	Increased 10.15%
NVDANvidia Corporation Recent Activity Increased 0.02%	3.55%	$3.508M 26,122 shares@ $134.29 avg price	Increased 0.02%
DFEVDimensional Etf Trust Recent Activity Increased 13.7%	2.15%	$2.119M 80,851 shares@ $26.22 avg price	Increased 13.7%
FTGSFirst Tr Exchange-traded Fd Recent Activity Increased 104.89%	1.94%	$1.914M 60,948 shares@ $31.4 avg price	Increased 104.89%
DUHPDimensional Etf Trust Recent Activity Increased 11.94%	1.86%	$1.835M 54,302 shares@ $33.8 avg price	Increased 11.94%
AFSMFirst Tr Exchng Traded Fd Vi Recent Activity Increased 60.92%	1.61%	$1.589M 52,824 shares@ $30.09 avg price	Increased 60.92%
IAUIshares Gold Tr Recent Activity Increased 1.56%	1.34%	$1.322M 26,703 shares@ $49.52 avg price	Increased 1.56%
AFLGFirst Tr Exchng Traded Fd Vi Recent Activity Increased 63.92%	1.31%	$1.293M 37,449 shares@ $34.54 avg price	Increased 63.92%