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
$625M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.67M
3
+$1.57M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.48M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.42M

Top Sells

1
+$21.2M
2
+$5.83M
3
+$5.62M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.66M
5
IBM icon
IBM
IBM
+$704K

Sector Composition

1 Technology 7.28%
2 Financials 4.37%
3 Healthcare 3.79%
4 Consumer Staples 2.83%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$490K 0.07%
6,820
-4,025
152
$490K 0.07%
+838
153
$489K 0.07%
1,355
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154
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155
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15,462
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156
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3,816
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157
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158
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159
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1,169
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161
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162
$456K 0.07%
400,000
+100,000
163
$456K 0.07%
46,680
+12,446
164
$451K 0.07%
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165
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166
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167
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168
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169
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543
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170
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171
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860
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172
$429K 0.06%
1,557
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173
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4,730
-2,595
174
$425K 0.06%
5,280
-222
175
$424K 0.06%
5,742
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5 6
7
8 9