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
$241M
AUM Growth
-$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.45M
3
+$2.01M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.69M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M

Top Sells

1
+$2.52M
2
+$2.24M
3
+$1.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.47M
5
IAU icon
iShares Gold Trust
IAU
+$963K

Sector Composition

1 Technology 3.11%
2 Consumer Staples 2.97%
3 Healthcare 2.47%
4 Financials 2.04%
5 Communication Services 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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2 3 4 5
6