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BWP

BSW Wealth Partners Portfolio holdings

AUM $819M
1-Year Est. Return 21.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$1.57M
3
+$1.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$766K
5
DOCN icon
DigitalOcean
DOCN
+$635K

Top Sells

1
+$2.02M
2
+$1.97M
3
+$1.46M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.43M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.28M

Sector Composition

1 Technology 11.24%
2 Healthcare 4.22%
3 Consumer Staples 3.53%
4 Financials 3.25%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$55.8K 0.01%
+12,270
277
$54.6K 0.01%
1,521
278
$39.8K 0.01%
35,218
+529
279
$31.1K 0.01%
25,885
+1,373
280
$18.9K ﹤0.01%
10,078
+69
281
– –
-13,128
282
– –
-2,953
283
– –
-26,111
284
– –
-100,075
285
– –
-9,015
286
– –
-9,050
287
– –
-1,441
288
– –
-6,102
289
– –
-4,198
290
– –
-4,651
291
– –
-15,097
292
– –
-8,198
293
– –
-5,061
294
– –
-10,554
295
– –
-6,920
296
– –
-7,371
297
– –
-3,302
298
– –
-2,834
299
– –
-3,398
300
– –
-4,710
9 10 11
12
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