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
$253M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$3.45M
3 +$2.77M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$2.21M
5
RDFN
Redfin
RDFN
+$1.52M

Top Sells

1 +$9.68M
2 +$8.65M
3 +$7.25M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$6.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.84M

Sector Composition

1 Consumer Staples 1.97%
2 Technology 1.67%
3 Financials 1.54%
4 Healthcare 1.49%
5 Real Estate 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,482
102
-7,244
103
-660
104
-71
105
-32,637
106
-64,324
107
-118
108
-17,402
109
-7,787