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
$609M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.91M
3
+$3.93M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.64M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.73M

Top Sells

1
+$8.24M
2
+$5.06M
3
+$3.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.13M

Sector Composition

1 Technology 10.73%
2 Financials 3.66%
3 Healthcare 3.41%
4 Consumer Staples 2.55%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.25%
3,678
-2,211
52
$1.46M 0.24%
3,054
+104
53
$1.45M 0.24%
10,274
-358
54
$1.43M 0.24%
51,205
+675
55
$1.43M 0.23%
8,205
+277
56
$1.42M 0.23%
5,415
+65
57
$1.4M 0.23%
8,631
-1,344
58
$1.39M 0.23%
13,961
-332
59
$1.37M 0.23%
3,986
-71
60
$1.29M 0.21%
11,488
-84
61
$1.29M 0.21%
6,321
+92
62
$1.26M 0.21%
3,469
+331
63
$1.26M 0.21%
12,130
-216
64
$1.24M 0.2%
8,714
+42
65
$1.24M 0.2%
10,767
-65
66
$1.23M 0.2%
4,049
+1
67
$1.23M 0.2%
4,905
-254
68
$1.14M 0.19%
1,346
+9
69
$1.13M 0.19%
6,542
-1,316
70
$1.12M 0.18%
5,645
+434
71
$1.09M 0.18%
1,653
-44
72
$1.04M 0.17%
2,039
+65
73
$1.04M 0.17%
9,720
+700
74
$1,000K 0.16%
5,477
+481
75
$999K 0.16%
1,481
-5
1 2
3
4 5