BWP

BSW Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$1.6M
3
+$1.28M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$805K
5
DOCN icon
DigitalOcean
DOCN
+$691K

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.55M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.43M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.33M

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
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