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
$115M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$9.52M
2 +$5.63M
3 +$2.41M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$982K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$410K

Sector Composition

1 Technology 2.45%
2 Energy 1.94%
3 Financials 1.75%
4 Healthcare 1.28%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-247,324