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
$398M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$2.37M
3 +$1.68M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.51M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$728K

Top Sells

1 +$4.7M
2 +$1.16M
3 +$456K
4
DELL icon
Dell
DELL
+$439K
5
NBIS
Nebius Group N.V.
NBIS
+$405K

Sector Composition

1 Technology 12.59%
2 Healthcare 5.55%
3 Financials 5.01%
4 Consumer Staples 4.08%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$287K 0.07%
13,682
+387
202
$282K 0.07%
5,601
203
$281K 0.07%
3,020
-1,161
204
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332
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205
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2,160
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206
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$278K 0.07%
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208
$277K 0.07%
35,414
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209
$276K 0.07%
55,000
210
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211
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212
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213
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214
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215
$258K 0.06%
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216
$255K 0.06%
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217
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18,646
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218
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219
$250K 0.06%
17,403
220
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221
$244K 0.06%
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222
$242K 0.06%
3,875
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223
$242K 0.06%
+3,370
224
$240K 0.06%
+10,913
225
$238K 0.06%
1,029
-235