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
$504M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.6M
3
+$1.16M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.13M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.1M

Top Sells

1
+$1.27M
2
+$1.11M
3
+$933K
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$807K
5
VMW
VMware, Inc
VMW
+$796K

Sector Composition

1 Technology 10.56%
2 Healthcare 3.89%
3 Financials 3.79%
4 Consumer Staples 2.94%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.07%
6,972
+277
177
$340K 0.07%
+12,808
178
$340K 0.07%
1,149
-57
179
$339K 0.07%
5,909
-200
180
$337K 0.07%
665
181
$333K 0.07%
3,581
+4
182
$333K 0.07%
2,076
+181
183
$332K 0.07%
2,613
-22
184
$331K 0.07%
2,400
185
$330K 0.07%
2,162
+78
186
$328K 0.07%
1,428
+110
187
$328K 0.07%
3,219
-31
188
$327K 0.06%
2,789
189
$327K 0.06%
1,207
+70
190
$325K 0.06%
10,562
+2,645
191
$324K 0.06%
4,713
+463
192
$324K 0.06%
8,167
+616
193
$324K 0.06%
4,972
+30
194
$323K 0.06%
5,315
-448
195
$322K 0.06%
6,378
-889
196
$321K 0.06%
13,576
+128
197
$320K 0.06%
+6,593
198
$317K 0.06%
9,516
+806
199
$310K 0.06%
1,607
+16
200
$308K 0.06%
789
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