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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $819M AUM 312 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 114 Added 120 Reduced 36 Exited
Page 16 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BAP CREDICORP LTD Financial Services 615.0 $209K 0.03% NEW $339.18 -5.2%
302 DLTR DOLLAR TREE INC Consumer Defensive 1,899.0 $208K 0.03% +103.0 +5.7% $109.51 -18.1%
303 ABNB AIRBNB INC Consumer Cyclical 1,613.0 $204K 0.03% NEW $126.30 +1.8%
304 VTR VENTAS INC Real Estate 2,472.0 $202K 0.03% NEW $81.78 +9.5%
305 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 731.0 $201K 0.03% NEW $275.20 -14.1%
306 GGB GERDAU SA Basic Materials 54,163.0 $196K 0.02% +466.0 +0.9% $3.61 +28.5%
307 LPL LG DISPLAY CO LTD Technology 42,679.0 $166K 0.02% -4K -8.0% $3.88 +8.1%
308 ABEV AMBEV SA Consumer Defensive 55,298.0 $161K 0.02% +19K +52.5% $2.92 +8.4%
309 PTY PIMCO CORPORATE & INCOME OPP Financial Services 10,537.0 $127K 0.02% NEW $12.06 -2.6%
310 NOK NOKIA CORP Technology 12,936.0 $104K 0.01% -8K -38.8% $8.04 +72.9%
311 GRAB GRAB HOLDINGS LIMITED Technology 13,574.0 $50K 0.01% -3K -17.1% $3.66 -6.7%
312 CIG CIA ENERGETICA DE MINAS GERA Utilities 11,948.0 $29K 0.00% -5K -27.6% $2.39 -5.4%
Page 16 of 16  ·  312 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 34.7%
Financial Services 27.0%
Communication Services 8.6%
Healthcare 7.8%
Industrials 5.9%
Consumer Defensive 5.1%
Consumer Cyclical 5.0%
Real Estate 1.7%
Energy 1.7%
Basic Materials 1.5%