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
$124M
AUM Growth
-$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$8.64M
2 +$785K
3 +$612K
4
CVX icon
Chevron
CVX
+$479K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$478K

Sector Composition

1 Technology 2.39%
2 Financials 1.52%
3 Healthcare 1.44%
4 Energy 1.41%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$19K 0.02%
+2,200
52
-14,093
53
-19,649
54
-3,210
55
-5,235