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
$157M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$8.83M
2 +$2.71M
3 +$1.15M
4
XOM icon
Exxon Mobil
XOM
+$512K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$483K

Sector Composition

1 Technology 2.56%
2 Financials 1.25%
3 Industrials 0.92%
4 Healthcare 0.91%
5 Real Estate 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$91K 0.06%
11,325
52
$74K 0.05%
10,000
-10,000
53
-4,400
54
-14,346
55
-20,213
56
-24,084
57
-5,000