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
$625M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.67M
3
+$1.57M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.48M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.42M

Top Sells

1
+$21.2M
2
+$5.83M
3
+$5.62M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.66M
5
IBM icon
IBM
IBM
+$704K

Sector Composition

1 Technology 7.28%
2 Financials 4.37%
3 Healthcare 3.79%
4 Consumer Staples 2.83%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
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