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
251
$241K 0.04%
24,067
+909
252
$241K 0.04%
12,360
+2,500
253
$240K 0.04%
3,185
-300
254
$239K 0.04%
290
-3
255
$237K 0.04%
4,270
256
$236K 0.04%
2,350
257
$232K 0.04%
1,325
+82
258
$231K 0.04%
1,407
259
$229K 0.04%
1,882
260
$229K 0.04%
2,987
+122
261
$229K 0.04%
5,376
262
$227K 0.04%
1,492
+67
263
$226K 0.04%
1,372
-40
264
$221K 0.04%
1,096
+13
265
$218K 0.04%
2,679
+5
266
$218K 0.04%
2,443
+53
267
$218K 0.04%
1,033
+37
268
$218K 0.04%
677
-34
269
$213K 0.04%
+22,921
270
$212K 0.03%
2,474
-249
271
$210K 0.03%
+5,300
272
$210K 0.03%
3,153
-321
273
$209K 0.03%
+2,007
274
$208K 0.03%
+2,035
275
$208K 0.03%
1,801
-4,820
9 10
11
12 13