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
$504M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$1.6M
3 +$1.16M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.13M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.1M

Top Sells

1 +$1.27M
2 +$1.11M
3 +$933K
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$807K
5
VMW
VMware, Inc
VMW
+$796K

Sector Composition

1 Technology 10.56%
2 Healthcare 3.89%
3 Financials 3.79%
4 Consumer Staples 2.94%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-4,782
277
-14,661
278
-1,521
279
-15,402
280
-1,778
281
-6,639
282
-5,850
283
-3,117