BWP
BSW Wealth Partners Portfolio holdings
AUM
$730M
This Quarter Return
+0.67%
1 Year Return
+15.37%
3 Year Return
+59.01%
5 Year Return
+101.75%
10 Year Return
+166.66%
AUM
$178M
AUM Growth
+$178M
(-11%)
Cap. Flow
-$30.9M
Cap. Flow
% of AUM
-17.41%
Top 10 Holdings %
Top 10 Hldgs %
80.59%
Holding
68
New
5
Increased
13
Reduced
34
Closed
5
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$8.74M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.2M |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
$1.17M |
| 5 |
SPDR Gold Trust
GLD
|
$444K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 2.27% |
| 2 | Technology | 1.89% |
| 3 | Financials | 1.42% |
| 4 | Healthcare | 1.35% |
| 5 | Industrials | 1.1% |
