BWP

BSW Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$504K
3
+$450K
4
MSFT icon
Microsoft
MSFT
+$385K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$360K

Top Sells

1
+$10M
2
+$1.63M
3
+$1.49M
4
PFE icon
Pfizer
PFE
+$1.13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$968K

Sector Composition

1 Technology 11.96%
2 Healthcare 4.83%
3 Financials 4.74%
4 Consumer Staples 3.79%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-3,402
252
– –
-5,190
253
– –
-3,977
254
– –
-2,087
7 8 9 10
11