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
$127M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$531K
2 +$124K
3 +$78K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$59.6K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$55.3K

Top Sells

1 +$338K
2 +$286K
3 +$243K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$217K
5
KO icon
Coca-Cola
KO
+$158K

Sector Composition

1 Technology 2.74%
2 Financials 1.52%
3 Energy 1.47%
4 Healthcare 1.31%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,200
52
-8,753