BWP
BSW Wealth Partners Portfolio holdings
AUM
$730M
This Quarter Return
+2.72%
1 Year Return
+15.37%
3 Year Return
+59.01%
5 Year Return
+101.75%
10 Year Return
+166.66%
AUM
$264M
AUM Growth
+$264M
(+4.7%)
Cap. Flow
+$5.75M
Cap. Flow
% of AUM
2.18%
Top 10 Holdings %
Top 10 Hldgs %
62.61%
Holding
144
New
45
Increased
46
Reduced
34
Closed
2
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.11M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$944K |
| 3 |
Apple
AAPL
|
$592K |
| 4 |
Travelers Companies
TRV
|
$573K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$461K |
Top Sells
| 1 |
iShares MSCI ACWI Low Carbon Target ETF
CRBN
|
$3.17M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$414K |
| 3 |
RDFN
Redfin
RDFN
|
$349K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$348K |
| 5 |
W.W. Grainger
GWW
|
$272K |
Sector Composition
| 1 | Technology | 2.58% |
| 2 | Financials | 2.31% |
| 3 | Consumer Staples | 2.11% |
| 4 | Healthcare | 1.83% |
| 5 | Communication Services | 1.06% |
