BWP
BSW Wealth Partners Portfolio holdings
AUM
$730M
1-Year Return
15.37%
This Quarter Return
-12.91%
1 Year Return
+15.37%
3 Year Return
+59.01%
5 Year Return
+101.75%
10 Year Return
+166.66%
AUM
$417M
AUM Growth
+$21.7M
(+5.5%)
Cap. Flow
+$81.7M
Cap. Flow
% of AUM
19.58%
Top 10 Holdings %
Top 10 Hldgs %
53.23%
Holding
316
New
23
Increased
156
Reduced
77
Closed
38
Top Buys
Top Sells
| 1 |
iShares MSCI ACWI Low Carbon Target ETF
CRBN
|
$3.33M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.32M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.09M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$932K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$771K |
Sector Composition
| 1 | Technology | 10.37% |
| 2 | Healthcare | 5.36% |
| 3 | Financials | 4.39% |
| 4 | Consumer Staples | 4.13% |
| 5 | Consumer Discretionary | 2.64% |
