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
151
$432K 0.07%
6,105
-89
152
$418K 0.07%
1,406
153
$417K 0.07%
7,578
+71
154
$417K 0.07%
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155
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9,050
+237
156
$412K 0.07%
1,443
+115
157
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1,733
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158
$410K 0.07%
2,578
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$409K 0.07%
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160
$402K 0.07%
3,964
161
$401K 0.07%
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162
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163
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15,000
-11,792
164
$397K 0.07%
1,545
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165
$397K 0.07%
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166
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167
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168
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169
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3,380
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172
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2,223
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$371K 0.06%
623
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174
$369K 0.06%
8,892
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175
$365K 0.06%
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