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
$191M
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$24M
3 +$20.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$13M

Top Sells

1 +$139K
2 +$14.8K
3 +$10K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.01K
5
BP icon
BP
BP
+$5.7K

Sector Composition

1 Consumer Staples 2.01%
2 Financials 1.44%
3 Energy 1.44%
4 Healthcare 1.41%
5 Technology 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-211
77
-114
78
-1,096
79
-238