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
$396M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.34M
3
+$1.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$600K
5
STAA icon
STAAR Surgical
STAA
+$443K

Top Sells

1
+$2.3M
2
+$775K
3
+$618K
4
DHR icon
Danaher
DHR
+$494K
5
NOW icon
ServiceNow
NOW
+$420K

Sector Composition

1 Technology 12.27%
2 Healthcare 5.77%
3 Financials 5.73%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$228K 0.06%
+7,514
252
$227K 0.06%
+16,136
253
$224K 0.06%
+574
254
$222K 0.06%
3,705
-1,496
255
$222K 0.06%
1,691
+285
256
$222K 0.06%
1,107
-549
257
$221K 0.06%
2,410
-490
258
$220K 0.06%
5,348
-2,703
259
$220K 0.06%
+10,370
260
$220K 0.06%
2,403
261
$219K 0.06%
5,766
-155
262
$219K 0.06%
+2,729
263
$218K 0.06%
+3,967
264
$217K 0.05%
7,150
265
$216K 0.05%
2,541
-387
266
$216K 0.05%
+4,471
267
$215K 0.05%
968
-264
268
$214K 0.05%
+180
269
$211K 0.05%
+8,260
270
$209K 0.05%
+4,796
271
$208K 0.05%
2,728
272
$208K 0.05%
2,064
+2
273
$205K 0.05%
1,106
-371
274
$205K 0.05%
1,864
+241
275
$204K 0.05%
+1,382
9 10
11
12 13