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Home > Institutional Investor > Bsw Wealth Partners > Profile

Instuitional Investor - Bsw Wealth Partners

Fund Profile
Filing Period:
Fund Name: Bsw Wealth Partners
Portfolio Value $504,293,451
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 158,082 $75,504,479 14.97%
2.
Vanguard Mun Bd Fds
 703,138 $35,895,182 7.11%
3.
Vanguard World Fd
 292,976 $32,042,749 6.35%
4.
Ishares Tr
 352,724 $24,814,158 4.92%
5.
Spdr S & P 500 Etf Trust
 SPY 47,864 $22,750,325 4.51%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)