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
201
$252K 0.07%
10,390
202
$246K 0.07%
+158
203
$244K 0.07%
17,403
204
$242K 0.07%
61,833
+4,756
205
$238K 0.07%
1,098
-6
206
$236K 0.06%
+8,184
207
$236K 0.06%
+1,457
208
$236K 0.06%
+1,590
209
$236K 0.06%
+4,441
210
$233K 0.06%
+7,442
211
$232K 0.06%
+3,283
212
$231K 0.06%
+3,550
213
$231K 0.06%
13,704
+1,294
214
$231K 0.06%
+579
215
$230K 0.06%
+10,620
216
$226K 0.06%
+9,359
217
$225K 0.06%
991
-998
218
$224K 0.06%
546
-39
219
$222K 0.06%
+4,215
220
$221K 0.06%
+3,545
221
$221K 0.06%
+6,802
222
$220K 0.06%
+2,594
223
$219K 0.06%
+1,061
224
$218K 0.06%
+630
225
$216K 0.06%
+6,410
7 8
9
10 11