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
$609M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.91M
3
+$3.93M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.64M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.73M

Top Sells

1
+$8.24M
2
+$5.06M
3
+$3.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.13M

Sector Composition

1 Technology 10.73%
2 Financials 3.66%
3 Healthcare 3.41%
4 Consumer Staples 2.55%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$365K 0.06%
1,430
+54
177
$364K 0.06%
1,352
-11
178
$362K 0.06%
3,048
-684
179
$360K 0.06%
1,853
+136
180
$359K 0.06%
1,452
+83
181
$357K 0.06%
9,005
-189
182
$356K 0.06%
2,789
183
$354K 0.06%
6,533
+44
184
$352K 0.06%
4,929
+395
185
$351K 0.06%
5,119
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186
$349K 0.06%
3,700
-1
187
$347K 0.06%
5,502
+30
188
$340K 0.06%
10,068
+779
189
$333K 0.05%
17,886
-1,565
190
$333K 0.05%
3,121
-94
191
$332K 0.05%
1,716
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192
$332K 0.05%
4,503
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193
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1,412
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194
$324K 0.05%
2,736
-290
195
$321K 0.05%
944
+17
196
$318K 0.05%
300,000
+100,000
197
$318K 0.05%
36,295
-143
198
$318K 0.05%
2,344
+417
199
$316K 0.05%
192
-3
200
$315K 0.05%
1,268
+127
6 7
8
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