BWP

BSW Wealth Partners Portfolio holdings

AUM $803M
1-Year Est. Return 16.86%
This Quarter Est. Return
1 Year Est. Return
+16.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$10.5M
3
+$6.44M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$4.72M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$4.4M

Top Sells

1
+$22.2M
2
+$16.9M
3
+$7.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.54M

Sector Composition

1 Technology 10.01%
2 Healthcare 5.31%
3 Financials 4.31%
4 Consumer Staples 3.67%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$288K 0.06%
5,127
+166
227
$287K 0.06%
1,786
-205
228
$287K 0.06%
+3,745
229
$286K 0.06%
3,746
-1,295
230
$285K 0.06%
+1,467
231
$277K 0.06%
6,356
+113
232
$275K 0.06%
18,710
+205
233
$274K 0.06%
1,671
+19
234
$274K 0.06%
+73,136
235
$273K 0.06%
11,427
+2,412
236
$272K 0.06%
5,247
237
$271K 0.06%
6,580
-29
238
$271K 0.06%
+6,440
239
$269K 0.06%
5,340
+23
240
$268K 0.06%
1,915
+86
241
$267K 0.06%
12,300
-1,418
242
$266K 0.06%
+1,110
243
$266K 0.06%
1,265
244
$266K 0.06%
4,533
245
$258K 0.06%
+7,042
246
$257K 0.06%
5,548
+374
247
$254K 0.05%
+755
248
$252K 0.05%
125
-49
249
$251K 0.05%
+6,500
250
$245K 0.05%
1,669
-883
8 9
10
11 12