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
201
$271K 0.08%
4,390
+21
202
$271K 0.08%
+1,384
203
$271K 0.08%
+3,746
204
$269K 0.08%
+1,553
205
$267K 0.07%
1,546
206
$265K 0.07%
1,090
+29
207
$263K 0.07%
16,041
+2,337
208
$261K 0.07%
5,062
209
$257K 0.07%
10,047
-102
210
$253K 0.07%
1,692
+102
211
$253K 0.07%
1,615
+182
212
$250K 0.07%
1,544
+238
213
$247K 0.07%
147
-11
214
$246K 0.07%
+1,466
215
$242K 0.07%
1,618
-892
216
$240K 0.07%
17,403
217
$239K 0.07%
4,395
-6,077
218
$239K 0.07%
4,017
+472
219
$236K 0.07%
2,021
+114
220
$233K 0.07%
+1,474
221
$232K 0.06%
579
222
$226K 0.06%
+4,490
223
$224K 0.06%
3,369
+404
224
$224K 0.06%
7,150
-292
225
$220K 0.06%
+2,978
7 8
9
10 11