BWP
BSW Wealth Partners Portfolio holdings
AUM
$730M
This Quarter Return
+15.5%
1 Year Return
+15.37%
3 Year Return
+59.01%
5 Year Return
+101.75%
10 Year Return
+166.66%
AUM
$325M
AUM Growth
+$325M
(+22%)
Cap. Flow
+$21.1M
Cap. Flow
% of AUM
6.49%
Top 10 Holdings %
Top 10 Hldgs %
59.95%
Holding
191
New
36
Increased
96
Reduced
35
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$7.23M |
| 2 |
Johnson & Johnson
JNJ
|
$610K |
| 3 |
Amazon
AMZN
|
$534K |
| 4 |
Applied Materials
AMAT
|
$512K |
| 5 |
Unilever
UL
|
$464K |
Top Sells
Sector Composition
| 1 | Technology | 10.11% |
| 2 | Consumer Staples | 3.74% |
| 3 | Healthcare | 3.57% |
| 4 | Financials | 3.27% |
| 5 | Consumer Discretionary | 3.04% |
