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
276
$210K 0.04%
1,989
-580
277
$205K 0.03%
+1,425
278
$205K 0.03%
+2,390
279
$205K 0.03%
996
-68
280
$205K 0.03%
2,824
-1,392
281
$205K 0.03%
+293
282
$205K 0.03%
+3,282
283
$204K 0.03%
+5,565
284
$203K 0.03%
+8,677
285
$203K 0.03%
+1,662
286
$202K 0.03%
+8,161
287
$202K 0.03%
+8,647
288
$202K 0.03%
+8,749
289
$201K 0.03%
+8,621
290
$201K 0.03%
1,235
-321
291
$201K 0.03%
+8,621
292
$201K 0.03%
+9,017
293
$161K 0.03%
10,494
+42
294
$144K 0.02%
+39,166
295
$124K 0.02%
26,357
+5,320
296
$124K 0.02%
28,105
-13,930
297
$117K 0.02%
45,268
-49,979
298
$88.9K 0.02%
18,371
-2,404
299
$75.4K 0.01%
21,289
-567
300
$51.5K 0.01%
20,135
-1,851
9 10 11
12
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