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
$609M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.91M
3
+$3.93M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.64M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.73M

Top Sells

1
+$8.24M
2
+$5.06M
3
+$3.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.13M

Sector Composition

1 Technology 10.73%
2 Financials 3.66%
3 Healthcare 3.41%
4 Consumer Staples 2.55%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.04%
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227
$274K 0.04%
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-275
228
$273K 0.04%
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229
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231
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237
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250
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10
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