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Institutional Investment Manager
BSW Wealth Partners
BSW Wealth Partners (CIK: 0001512601) incorporated in Colorado, located at 2300 Broadway Street, Boulder, CO. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 59 holdings with a total value of $157,487,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 REYNOLDS AMERICAN INC 3,364 251,000 0.16%
52 UNITED TECHNOLOGIES CORP 2,237 248,000 0.16%
53 PEPSICO INC 2,452 229,000 0.15%
54 PROCTER AND GAMBLE CO 2,887 226,000 0.14%
55 SCHLUMBERGER LTD 2,446 211,000 0.13%
56 EMERSON ELEC CO 3,737 207,000 0.13%
57 SPROTT PHYSICAL GOLD TRUST 14,100 136,000 0.09%
58 SPROTT PHYSICAL PLAT PALLAD 11,325 85,000 0.05%
59 ARRAY BIOPHARMA INC 10,000 74,000 0.05%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001512601-15-000004, filed 2015.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.