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
$625M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.67M
3
+$1.57M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.48M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.42M

Top Sells

1
+$21.2M
2
+$5.83M
3
+$5.62M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.66M
5
IBM icon
IBM
IBM
+$704K

Sector Composition

1 Technology 7.28%
2 Financials 4.37%
3 Healthcare 3.79%
4 Consumer Staples 2.83%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.23%
6,522
+201
52
$1.51M 0.23%
12,917
+2,150
53
$1.51M 0.23%
3,093
+39
54
$1.5M 0.23%
51,824
+619
55
$1.46M 0.22%
8,415
+210
56
$1.44M 0.22%
4,077
+28
57
$1.44M 0.22%
2,457
+418
58
$1.44M 0.22%
8,749
+118
59
$1.41M 0.21%
11,894
+212
60
$1.4M 0.21%
12,310
+180
61
$1.37M 0.21%
5,559
+1,387
62
$1.31M 0.2%
13,657
-304
63
$1.3M 0.2%
3,469
64
$1.3M 0.2%
4,868
-37
65
$1.21M 0.18%
1,367
+21
66
$1.12M 0.17%
5,571
+94
67
$1.09M 0.16%
6,738
+143
68
$1.09M 0.16%
1,751
+98
69
$1.08M 0.16%
9,083
+369
70
$1.04M 0.16%
1,466
-15
71
$1.03M 0.15%
6,053
+408
72
$1.02M 0.15%
2,069
+102
73
$1.01M 0.15%
5,288
+323
74
$1.01M 0.15%
3,680
+511
75
$1M 0.15%
3,617
-55
1 2
3
4 5