BSW Wealth Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW BSW Wealth Partners | Institutional Filer | ▼ 1.67% | $819.4M | 312 |
Current Portfolio Holdings
Showing all 312 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 183K | $119.3M | 14.55% |
| 2 | AVDE | AMERICAN CENTY ETF TR | — | 613K | $52.0M | 6.35% |
| 3 | AVUS | AMERICAN CENTY ETF TR | — | 365K | $40.6M | 4.96% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | — | 556K | $33.1M | 4.04% |
| 5 | VTEB | VANGUARD MUN BD FDS | — | 630K | $31.4M | 3.83% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 46K | $30.1M | 3.68% |
| 7 | IDEV | ISHARES TR | — | 342K | $28.6M | 3.49% |
| 8 | AAPL | Apple Inc. | Technology | 111K | $28.1M | 3.43% |
| 9 | AVEM | AMERICAN CENTY ETF TR | — | 207K | $16.6M | 2.03% |
| 10 | AOR | ISHARES TR | — | 252K | $16.2M | 1.98% |
| 11 | IEMG | ISHARES INC | — | 224K | $15.7M | 1.91% |
| 12 | TRMB | Trimble Inc. | Technology | 211K | $13.8M | 1.68% |
| 13 | IAU | ISHARES GOLD TR | — | 154K | $13.5M | 1.65% |
| 14 | AVES | AMERICAN CENTY ETF TR | — | 193K | $11.5M | 1.41% |
| 15 | NVDA | NVIDIA Corporation | Technology | 63K | $11.0M | 1.34% |
Showing 1 to 15 of 312 holdings