BWP
BSW Wealth Partners Portfolio holdings
AUM
$730M
This Quarter Return
+7.23%
1 Year Return
+15.37%
3 Year Return
+59.01%
5 Year Return
+101.75%
10 Year Return
+166.66%
AUM
$294M
AUM Growth
+$294M
(+13%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
5.67%
Top 10 Holdings %
Top 10 Hldgs %
62.17%
Holding
166
New
25
Increased
56
Reduced
36
Closed
37
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.26M |
| 2 |
Apple
AAPL
|
$3.98M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$961K |
| 4 |
Amazon
AMZN
|
$835K |
| 5 |
Vanguard Information Technology ETF
VGT
|
$631K |
Top Sells
| 1 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$646K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$530K |
| 3 |
UMB Financial
UMBF
|
$494K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$482K |
| 5 |
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% |
