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
$202M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$4.04M
2 +$1.4M
3 +$1.16M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$815K
5
IAU icon
iShares Gold Trust
IAU
+$641K

Top Sells

1 +$2.47M
2 +$1.66M
3 +$1.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$704K
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$696K

Sector Composition

1 Consumer Staples 1.95%
2 Technology 1.51%
3 Financials 1.39%
4 Healthcare 1.39%
5 Energy 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-21,410