BWP
BSW Wealth Partners Portfolio holdings
AUM
$730M
1-Year Return
15.37%
This Quarter Return
-0.89%
1 Year Return
+15.37%
3 Year Return
+59.01%
5 Year Return
+101.75%
10 Year Return
+166.66%
AUM
$223M
AUM Growth
-$17.1M
(-7.1%)
Cap. Flow
-$14.7M
Cap. Flow
% of AUM
-6.57%
Top 10 Holdings %
Top 10 Hldgs %
74.66%
Holding
96
New
5
Increased
32
Reduced
32
Closed
9
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.75M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.57M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.14M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$2.12M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.94M |
Sector Composition
| 1 | Financials | 2.43% |
| 2 | Consumer Staples | 1.65% |
| 3 | Technology | 1.64% |
| 4 | Healthcare | 1.46% |
| 5 | Industrials | 0.96% |
