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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 (2015Q3)
Portfolio Summary: 60 holdings with a total value of $167,732,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 REYNOLDS AMERICAN INC 5,728 254,000 0.15%
52 UNITED TECHNOLOGIES CORP 2,712 241,000 0.14%
53 BRISTOL MYERS SQUIBB CO 4,062 240,000 0.14%
54 NOVARTIS A G 2,608 240,000 0.14%
55 DIREXION 15,000 226,000 0.13%
56 HONEYWELL INTL INC 2,256 214,000 0.13%
57 ISHARES NASDAQ BIOTECHNOLOGY ETF 329 210,000 0.13%
58 ACCELERATE DIAGNOSTICS INC 11,714 190,000 0.11%
59 SPROTT PHYSICAL PLAT PALLAD 12,825 87,000 0.05%
60 ARRAY BIOPHARMA INC 10,000 46,000 0.03%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001512601-15-000005, filed 2015.11.09).

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.