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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $833M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 322 New
Page 17 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TELEFONICA S A 16,701.0 $68K 0.01% NEW $4.05
322 CIG CIA ENERGETICA DE MINAS GERA Utilities 16,506.0 $33K 0.00% NEW $2.00 +11.5%
Page 17 of 17  ·  322 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 35.7%
Financial Services 27.1%
Communication Services 9.2%
Healthcare 8.2%
Industrials 5.7%
Consumer Cyclical 4.9%
Consumer Defensive 4.7%
Real Estate 1.3%
Energy 1.2%
Basic Materials 1.2%