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
$364M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$643K
2
+$512K
3
+$454K
4
MSFT icon
Microsoft
MSFT
+$411K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$376K

Top Sells

1
+$10.3M
2
+$1.61M
3
+$1.48M
4
PFE icon
Pfizer
PFE
+$1.13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$966K

Sector Composition

1 Technology 11.96%
2 Healthcare 4.83%
3 Financials 4.74%
4 Consumer Staples 3.79%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$390K 0.11%
2,987
127
$387K 0.11%
2,556
+704
128
$386K 0.11%
2,722
+17
129
$384K 0.11%
8,172
130
$382K 0.11%
5,689
131
$382K 0.11%
1,546
132
$381K 0.1%
6,683
-2,416
133
$381K 0.1%
684
+112
134
$378K 0.1%
5,244
+1,024
135
$377K 0.1%
5,174
+930
136
$376K 0.1%
2,017
+419
137
$374K 0.1%
7,229
+920
138
$372K 0.1%
4,801
+539
139
$372K 0.1%
4,516
+1,345
140
$371K 0.1%
756
141
$370K 0.1%
1,049
-154
142
$368K 0.1%
1,200
+318
143
$368K 0.1%
2,520
+630
144
$363K 0.1%
1,530
-124
145
$361K 0.1%
8,751
+652
146
$360K 0.1%
1,322
+272
147
$353K 0.1%
4,340
-42
148
$353K 0.1%
1,717
+604
149
$352K 0.1%
2,510
+404
150
$351K 0.1%
1,772
-40
4 5
6
7 8