Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BSW WEALTH PARTNERS 01-22-2024 12-31-2023 274 504,293,451
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DANAHER CORPORATION COM 101 $758,867 3,280 0.00 0.00 61 1.89 12-31-2023
DOVER CORP COM 102 $749,209 4,871 0.00 0.00 36 0.74 12-31-2023
BALL CORP COM 103 $738,557 12,840 0.00 0.00 -9,864 -43.45 12-31-2023
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 104 $738,019 29,771 0.00 0.00 -1,420 -4.55 12-31-2023
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