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
$609M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.91M
3
+$3.93M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.64M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.73M

Top Sells

1
+$8.24M
2
+$5.06M
3
+$3.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.13M

Sector Composition

1 Technology 10.73%
2 Financials 3.66%
3 Healthcare 3.41%
4 Consumer Staples 2.55%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$539K 0.09%
12,383
+545
127
$537K 0.09%
2,515
-83
128
$525K 0.09%
172,056
+378
129
$524K 0.09%
979
130
$504K 0.08%
1,349
+49
131
$504K 0.08%
6,788
+12
132
$503K 0.08%
87,068
+4,374
133
$497K 0.08%
1,114
-4
134
$494K 0.08%
6,796
-570
135
$491K 0.08%
1,485
+18
136
$488K 0.08%
1,098
+120
137
$487K 0.08%
5,008
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138
$486K 0.08%
3,698
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139
$482K 0.08%
7,594
-44
140
$475K 0.08%
2,978
+13
141
$470K 0.08%
2,665
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142
$469K 0.08%
14,375
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143
$469K 0.08%
8,201
-32
144
$457K 0.08%
3,069
+248
145
$450K 0.07%
1,463
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146
$449K 0.07%
7,171
+271
147
$445K 0.07%
4,587
-191
148
$443K 0.07%
1,052
-29
149
$441K 0.07%
20,598
-9,357
150
$436K 0.07%
8,079
-3,166
4 5
6
7 8