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
$241M
AUM Growth
-$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.45M
3
+$2.01M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.69M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M

Top Sells

1
+$2.52M
2
+$2.24M
3
+$1.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.47M
5
IAU icon
iShares Gold Trust
IAU
+$963K

Sector Composition

1 Technology 3.11%
2 Consumer Staples 2.97%
3 Healthcare 2.47%
4 Financials 2.04%
5 Communication Services 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.21%
2,491
+43
52
$495K 0.21%
4,030
+63
53
$467K 0.19%
2,453
+69
54
$451K 0.19%
7,177
+2,545
55
$445K 0.18%
11,726
-116
56
$444K 0.18%
2,756
+221
57
$442K 0.18%
7,934
-44
58
$438K 0.18%
66,520
+2,920
59
$434K 0.18%
3,764
60
$428K 0.18%
+27,757
61
$418K 0.17%
5,874
+157
62
$416K 0.17%
3,926
-278
63
$411K 0.17%
1,787
-84
64
$402K 0.17%
9,548
-106
65
$394K 0.16%
1,587
66
$385K 0.16%
3,250
67
$380K 0.16%
7,019
+976
68
$376K 0.16%
5,192
+557
69
$360K 0.15%
6,200
+240
70
$358K 0.15%
2,675
+284
71
$354K 0.15%
1,894
+107
72
$338K 0.14%
4,726
+118
73
$330K 0.14%
16,473
-37
74
$326K 0.14%
1,144
+45
75
$322K 0.13%
+1,946
1 2
3
4 5