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 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
in Stake
Capital Flow
326
-8,079
327
-7,171
328
-677
329
-29,087
330
-5,300
331
-2,443
332
-100,664