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
$364M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$643K
2
+$512K
3
+$454K
4
MSFT icon
Microsoft
MSFT
+$411K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$376K

Top Sells

1
+$10.3M
2
+$1.61M
3
+$1.48M
4
PFE icon
Pfizer
PFE
+$1.13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$966K

Sector Composition

1 Technology 11.96%
2 Healthcare 4.83%
3 Financials 4.74%
4 Consumer Staples 3.79%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$294K 0.08%
11,109
-314
177
$293K 0.08%
1,211
-7
178
$292K 0.08%
3,846
179
$291K 0.08%
+1,239
180
$290K 0.08%
6,666
+1,787
181
$287K 0.08%
+1,433
182
$286K 0.08%
1,184
+3
183
$282K 0.08%
4,336
+1,084
184
$281K 0.08%
5,055
+1,083
185
$278K 0.08%
14,315
+1,520
186
$277K 0.08%
+1,009
187
$272K 0.07%
+983
188
$269K 0.07%
5,450
+338
189
$269K 0.07%
8,150
190
$266K 0.07%
3,450
+435
191
$265K 0.07%
10,149
-393
192
$264K 0.07%
+5,062
193
$263K 0.07%
+1,086
194
$263K 0.07%
2,753
-57
195
$261K 0.07%
6,831
+1,072
196
$261K 0.07%
+4,369
197
$260K 0.07%
7,262
+870
198
$258K 0.07%
+4,612
199
$256K 0.07%
7,260
+1,020
200
$254K 0.07%
+2,834
6 7
8
9 10