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
$590M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$17.8M
3
+$11.2M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.81M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.95M

Top Sells

1
+$16.9M
2
+$8.65M
3
+$4.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.75M

Sector Composition

1 Technology 10.04%
2 Financials 3.93%
3 Healthcare 3.56%
4 Consumer Staples 2.69%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$237K 0.04%
1,882
252
$233K 0.04%
2,923
-54
253
$232K 0.04%
1,412
-750
254
$229K 0.04%
+8,373
255
$229K 0.04%
+2,350
256
$229K 0.04%
1,407
257
$228K 0.04%
+1,206
258
$228K 0.04%
+985
259
$227K 0.04%
3,474
-1,020
260
$227K 0.04%
1,146
-36
261
$226K 0.04%
16,118
+568
262
$224K 0.04%
9,412
263
$223K 0.04%
+5,376
264
$222K 0.04%
424
265
$221K 0.04%
5,956
-147
266
$220K 0.04%
+640
267
$220K 0.04%
2,869
-1,739
268
$218K 0.04%
6,075
+240
269
$216K 0.04%
+1,667
270
$214K 0.04%
+2,674
271
$214K 0.04%
21,257
+3,368
272
$214K 0.04%
+1,243
273
$212K 0.04%
+7,896
274
$212K 0.04%
+18,029
275
$211K 0.04%
+1,083
9 10
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