BWP

BlueStem Wealth Partners Portfolio holdings

AUM $906M
1-Year Est. Return 14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$762M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$146M
2 +$84.2M
3 +$54.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$53.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$52.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.13%
2 Financials 0.8%
3 Consumer Discretionary 0.56%
4 Healthcare 0.55%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$14.9K ﹤0.01%
+10,454