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
$358M
AUM Growth
-$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$575K
3
+$513K
4
MS icon
Morgan Stanley
MS
+$406K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$364K

Top Sells

1
+$6.76M
2
+$549K
3
+$516K
4
EMR icon
Emerson Electric
EMR
+$460K
5
JNJ icon
Johnson & Johnson
JNJ
+$451K

Sector Composition

1 Technology 10.75%
2 Financials 5.3%
3 Healthcare 4.86%
4 Consumer Staples 3.93%
5 Communication Services 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$405K 0.11%
5,083
+1,800
127
$405K 0.11%
1,689
+159
128
$404K 0.11%
2,081
+64
129
$394K 0.11%
2,282
-145
130
$392K 0.11%
539
+80
131
$391K 0.11%
1,179
-21
132
$389K 0.11%
5,896
-225
133
$384K 0.11%
4,522
+578
134
$383K 0.11%
6,408
+678
135
$382K 0.11%
2,999
+12
136
$378K 0.11%
8,136
-36
137
$377K 0.11%
13,888
-562
138
$377K 0.11%
1,126
+77
139
$374K 0.1%
3,945
-68
140
$370K 0.1%
1,790
-20
141
$367K 0.1%
7,456
+790
142
$367K 0.1%
46,802
+4,509
143
$364K 0.1%
756
144
$363K 0.1%
1,738
-1,095
145
$362K 0.1%
1,873
+157
146
$362K 0.1%
5,322
+521
147
$353K 0.1%
+7,386
148
$349K 0.1%
1,772
149
$348K 0.1%
4,987
+162
150
$346K 0.1%
2,481
+301
4 5
6
7 8