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
$294M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.98M
3
+$961K
4
AMZN icon
Amazon
AMZN
+$835K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$631K

Top Sells

1
+$646K
2
+$530K
3
+$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$482K
5
MCD icon
McDonald's
MCD
+$396K

Sector Composition

1 Technology 3.44%
2 Healthcare 2.52%
3 Financials 2.41%
4 Consumer Staples 2.2%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.19%
4,635
-8
52
$540K 0.18%
3,967
+181
53
$539K 0.18%
4,204
-72
54
$537K 0.18%
1,587
55
$517K 0.18%
13,921
+861
56
$512K 0.17%
7,978
+2,035
57
$512K 0.17%
5,787
+212
58
$507K 0.17%
2,384
+251
59
$496K 0.17%
12,335
+10,723
60
$494K 0.17%
5,717
-153
61
$490K 0.17%
1,871
-129
62
$489K 0.17%
+2,667
63
$480K 0.16%
3,250
64
$476K 0.16%
2,535
+170
65
$472K 0.16%
11,611
66
$471K 0.16%
+9,444
67
$436K 0.15%
2,733
+30
68
$433K 0.15%
7,734
+5,555
69
$430K 0.15%
16,510
70
$427K 0.15%
+2,252
71
$425K 0.14%
11,028
+9,486
72
$423K 0.14%
2,391
+694
73
$423K 0.14%
3,764
-1,060
74
$412K 0.14%
13,954
+6,691
75
$405K 0.14%
2,475
+1
1 2
3
4 5