BWP
BSW Wealth Partners Portfolio holdings
AUM
$803M
1-Year Est. Return
16.86%
1 Year Est. Return
+16.86%
AUM
$803M
AUM Growth
+$73.2M
(+10%)
Holding
351
Top Buys
| 1 | +$4.53M | |
| 2 | +$4.14M | |
| 3 | +$2.54M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$2.41M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$2.07M |
Top Sells
| 1 | +$1.98M | |
| 2 | +$1.07M | |
| 3 | +$656K | |
| 4 |
Novo Nordisk
NVO
|
+$628K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$613K |
Sector Composition
| 1 | Technology | 11.28% |
| 2 | Financials | 4.14% |
| 3 | Communication Services | 3.19% |
| 4 | Healthcare | 2.79% |
| 5 | Industrials | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Aflac
AFL
$57.6B
| – | – |
-2,545
|
|