Long-term investor
Bsw Wealth Partners @bswwealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001512601).
Record
- Tracked since 2025-06-30 (441 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year +18.5% · all +18.5%
- Max drawdown n/a · win rate 28% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 14.7% · long · since 2025-06-30
- AVDE · 5.9% · long · since 2025-06-30
- AVUS · 5.1% · long · since 2025-06-30
- VTEB · 4.1% · long · since 2025-06-30
- VGIT · 4.1% · long · since 2025-06-30
- SPY · 3.9% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- IDEV · 3.3% · long · since 2025-06-30
- AVEM · 2.3% · long · since 2025-06-30
- AOR · 2.1% · long · since 2025-06-30
- IEMG · 2.1% · long · since 2025-06-30
- CRBN · 1.6% · long · since 2025-06-30