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BSW WEALTH PARTNERS

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BOULDER CO Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

BSW Wealth Partners is based out of Boulder. BSW Wealth Partners is a large advisory firm with 406 clients and discretionary assets under management (AUM) of $1,581,172,331 (Form ADV from 2023-09-12). Their last reported 13F filing for Q4 2023 included $504,293,451 in managed 13F securities and a top 10 holdings concentration of 52.98%. BSW Wealth Partners's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 158,082. Whalewisdom has at least 53 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $0.50b, Prior: $450m
New Purchases 36 stocks
Added To 127 stocks
Sold out of 9 stocks
Reduced holdings in 87 stocks
Top 10 Holdings % 52.98%
Turnover %[1] 16.42%
Turnover Alt %[2] 2.34%
Time Held Top 20 20.55 quarters
Time Held Top 10 19.3 quarters
Time Held All 14.69 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance