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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $899M AUM 331 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 92 Added 168 Reduced 15 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AER AERCAP HOLDINGS NV Industrials 1,569.0 $229K 0.03% NEW $145.79 +3.4%
22 EMXC ISHARES INC 2,169.0 $222K 0.03% NEW $102.30 -7.2%
23 CSX CSX CORP Industrials 4,606.0 $219K 0.02% NEW $47.53 +6.0%
24 ITOT ISHARES TR 1,329.0 $218K 0.02% NEW $164.27 +2.6%
25 EFG ISHARES TR 1,694.0 $211K 0.02% NEW $124.40 +0.3%
26 ESGE ISHARES INC 3,847.0 $210K 0.02% NEW $54.69 -3.8%
27 NET CLOUDFLARE INC Technology 855.0 $210K 0.02% NEW $245.28 +21.8%
28 TT TRANE TECHNOLOGIES PLC Industrials 426.0 $209K 0.02% NEW $491.30 -6.0%
29 BCH BANCO DE CHILE Financial Services 5,188.0 $206K 0.02% NEW $39.76 +2.8%
30 AMT AMERICAN TOWER CORP Real Estate 1,259.0 $206K 0.02% NEW $163.57 +6.5%
31 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,557.0 $206K 0.02% NEW $45.11 +22.5%
32 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,087.0 $205K 0.02% NEW $188.34 -22.4%
33 SBUX STARBUCKS CORP Consumer Cyclical 1,996.0 $204K 0.02% NEW $102.19 +5.2%
34 ELPC COMPANHIA PARANAENSE DE ENER Utilities 16,671.0 $194K 0.02% NEW $11.65 -9.7%
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 26.2%
Communication Services 8.7%
Healthcare 7.1%
Industrials 6.2%
Consumer Cyclical 4.5%
Consumer Defensive 4.2%
Real Estate 1.4%
Energy 1.2%
Basic Materials 1.1%