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
101
$280K 0.1%
4,073
+102
102
$270K 0.09%
4,551
+38
103
$268K 0.09%
913
-335
104
$267K 0.09%
+3,146
105
$264K 0.09%
4,533
106
$259K 0.09%
2,279
+98
107
$250K 0.09%
8,891
+565
108
$250K 0.09%
+1,178
109
$239K 0.08%
9,835
110
$239K 0.08%
3,944
-16
111
$239K 0.08%
2,845
-2,165
112
$239K 0.08%
+1,945
113
$231K 0.08%
+4,622
114
$228K 0.08%
+2,030
115
$223K 0.08%
+3,889
116
$212K 0.07%
17,403
117
$212K 0.07%
+711
118
$211K 0.07%
+12,163
119
$207K 0.07%
5,238
+42
120
$204K 0.07%
1,050
-114
121
$202K 0.07%
+1,343
122
$144K 0.05%
10,000
123
$112K 0.04%
21,669
124
$108K 0.04%
150,000
125
$102K 0.03%
62,000
-54,000
3 4
5
6 7