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
$265M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.5M
3
+$8.24M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.03M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.61M

Top Sells

1
+$11.6M
2
+$7.16M
3
+$2.66M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.34M
5
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.93M

Sector Composition

1 Consumer Staples 1.63%
2 Financials 1.48%
3 Healthcare 1.34%
4 Technology 1.25%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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