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
$358M
AUM Growth
-$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$575K
3
+$513K
4
MS icon
Morgan Stanley
MS
+$406K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$364K

Top Sells

1
+$6.76M
2
+$549K
3
+$516K
4
EMR icon
Emerson Electric
EMR
+$460K
5
JNJ icon
Johnson & Johnson
JNJ
+$451K

Sector Composition

1 Technology 10.75%
2 Financials 5.3%
3 Healthcare 4.86%
4 Consumer Staples 3.93%
5 Communication Services 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$313K 0.09%
1,174
+165
177
$307K 0.09%
8,978
+1,718
178
$307K 0.09%
4,533
179
$304K 0.09%
11,109
180
$303K 0.08%
+4,845
181
$303K 0.08%
1,494
-113
182
$297K 0.08%
2,793
-15
183
$297K 0.08%
4,181
+1,587
184
$296K 0.08%
11,808
-392
185
$294K 0.08%
1,613
+185
186
$293K 0.08%
+2,705
187
$292K 0.08%
+20,492
188
$291K 0.08%
3,328
+494
189
$289K 0.08%
+5,568
190
$289K 0.08%
1,264
+178
191
$288K 0.08%
6,797
-34
192
$288K 0.08%
+12,939
193
$284K 0.08%
3,846
194
$283K 0.08%
4,111
-1,057
195
$282K 0.08%
5,601
-10,900
196
$282K 0.08%
11,101
+481
197
$281K 0.08%
+356
198
$279K 0.08%
+1,671
199
$276K 0.08%
1,407
-2
200
$273K 0.08%
+4,078
6 7
8
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