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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 17 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INFY INFOSYS LTD Technology 19,162.0 $201K 0.02% -8K -30.0% $10.49 +11.0%
322 SRE SEMPRA Utilities 2,164.0 $201K 0.02% -250.0 -10.4% $92.70 -6.5%
323 ELPC COMPANHIA PARANAENSE DE ENER Utilities 16,671.0 $194K 0.02% NEW $11.65 -8.3%
324 KT KT CORP Communication Services 10,623.0 $184K 0.02% +122.0 +1.2% $17.28 +9.4%
325 PPLT ABRDN PLATINUM ETF TRUST Financial Services 12,090.0 $171K 0.02% +11K +930.7% $14.13 +12.1%
326 NOK NOKIA CORP Technology 11,777.0 $156K 0.02% -1K -9.0% $13.28 -21.4%
327 ABEV AMBEV SA Consumer Defensive 42,676.0 $134K 0.01% -13K -22.8% $3.14 -10.7%
328 MVIS MICROVISION INC DEL Technology 400,000.0 $131K 0.01% $0.33 +496.3%
329 PTY PIMCO CORPORATE & INCOME OPP Financial Services 10,597.0 $127K 0.01% +60.0 +0.6% $12.03 -3.0%
330 GRAB GRAB HOLDINGS LIMITED Technology 16,794.0 $63K 0.01% +3K +23.7% $3.77 -7.2%
331 CIG CIA ENERGETICA DE MINAS GERA Utilities 14,742.0 $31K 0.00% +3K +23.4% $2.10 -7.6%
Page 17 of 17  ·  331 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%