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
$294M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.98M
3
+$961K
4
AMZN icon
Amazon
AMZN
+$835K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$631K

Top Sells

1
+$646K
2
+$530K
3
+$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$482K
5
MCD icon
McDonald's
MCD
+$396K

Sector Composition

1 Technology 3.44%
2 Healthcare 2.52%
3 Financials 2.41%
4 Consumer Staples 2.2%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.14%
5,960
+80
77
$396K 0.13%
+4,563
78
$393K 0.13%
4,608
+70
79
$390K 0.13%
1,787
+151
80
$388K 0.13%
2,662
+495
81
$382K 0.13%
1,859
+254
82
$375K 0.13%
4,632
+20
83
$374K 0.13%
63,600
+2,320
84
$369K 0.13%
18,423
-312
85
$362K 0.12%
6,043
-679
86
$337K 0.11%
7,505
+2,734
87
$335K 0.11%
26,190
-1,098
88
$332K 0.11%
6,917
+209
89
$328K 0.11%
5,468
+2
90
$324K 0.11%
5,827
-9
91
$324K 0.11%
+1,220
92
$324K 0.11%
+1,901
93
$323K 0.11%
1,099
-9
94
$312K 0.11%
1,521
+546
95
$309K 0.11%
5,029
+832
96
$303K 0.1%
+3,444
97
$302K 0.1%
5,605
+408
98
$302K 0.1%
+934
99
$300K 0.1%
1,668
+72
100
$288K 0.1%
5,433
+332
2 3
4
5 6