BWP
BSW Wealth Partners Portfolio holdings
AUM
$803M
1-Year Est. Return
16.86%
1 Year Est. Return
+16.86%
AUM
$730M
AUM Growth
+$71.1M
(+11%)
Holding
330
Top Buys
| 1 | +$7.35M | |
| 2 | +$5.16M | |
| 3 | +$2.65M | |
| 4 |
Avantis US Equity ETF
AVUS
|
+$2.34M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$2.19M |
Top Sells
| 1 | +$5.24M | |
| 2 | +$2.42M | |
| 3 | +$2.22M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.2M |
| 5 |
Nuveen ESG Large-Cap Value ETF
NULV
|
+$1.05M |
Sector Composition
| 1 | Technology | 10.46% |
| 2 | Financials | 4.67% |
| 3 | Communication Services | 2.93% |
| 4 | Healthcare | 2.73% |
| 5 | Consumer Discretionary | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Kraft Heinz
KHC
$30.2B
| – | – |
-7,748
|
|
||
327
Marsh & McLennan
MMC
$92.9B
| – | – |
-1,130
|
|
||
328
Oneok
OKE
$42.9B
| – | – |
-2,893
|
|
||
329
Omnicom Group
OMC
$15B
| – | – |
-2,656
|
|
||
330
VF Corp
VFC
$5.58B
| – | – |
-10,452
|
|