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
$407M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$4.43M
2 +$4.36M
3 +$4.24M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.12M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$975K

Top Sells

1 +$2.7M
2 +$490K
3 +$434K
4
TFC icon
Truist Financial
TFC
+$382K
5
AMGN icon
Amgen
AMGN
+$315K

Sector Composition

1 Technology 11.27%
2 Healthcare 5.02%
3 Financials 4.17%
4 Consumer Staples 3.73%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-5,276
302
-1,837
303
-5,620
304
-2,658