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
126
$83K 0.03%
15,003
+1,303
127
$70K 0.02%
+16,828
128
$58K 0.02%
12,304
-10,894
129
$33K 0.01%
+10,570
130
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-2,151
131
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-2,533
132
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133
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134
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140
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