BSW Wealth Partners' Q3 vs. Q4 2022 13F Holdings Comparison: Bullish & Bearish Stances on Securities Revealed.

BSW Wealth Partners is a wealth management firm that specializes in providing investment management services to individuals, families, and institutions. In this blog post, we will be looking at their Q3 2022 vs. Q4 2022 13F holdings comparison as per the CSV table provided by the firm.

The table shows a total of 50 holdings, with various types of securities such as options, bonds, and shares. Going through the table, we can see that there have been changes in holdings for some of the securities. For instance, the ISHARES TR (IVV) saw a decrease in shares from 161,456 in Q3 2022 to 156,995 in Q4 2022, a decrease of 4.2%. Despite this decrease in shares, the securities' value increased from $57,906,000 to $60,319,000, indicating a positive trend in its valuation.

Another security with significant changes in holdings is the VANGUARD MUN BD FDS (VTEB), where the firm sold 449,069 shares, reducing their holdings from 971,892 to 522,823 shares, representing a 44.7% decrease in shares held. The value of the shares also decreased from $46,787,000 to $25,874,000, indicating a bearish stance on the security.

On the other hand, we see a positive change in holdings for ISHARES TR (IEFA), where the firm added 21,902 shares, which increased holdings from 328,326 in Q3 2022 to 350,228 in Q4 2022. This translates to a percentage increase of 24.8%, with the value of the shares also increasing from $17,293,000 to $21,588,000. This is indicative that BSW Wealth Partners has a bullish stance on the security.

VANGUARD INTL EQUITY INDEX F (VWO) is another security that saw an increase in its holdings from 45,598 shares to 71,655 shares, a 67.8% increase in shares held. The value of the shares held also increased from $1,664,000 to $2,793,000, representing a bullish stance on the security.

In contrast, some securities saw a decrease in their value, though the number of shares held increased. For instance, while the ISHARES TR (IJH) saw a 6.4% increase in shares held, from 50,771 shares to 48,953 shares, the value of the shares decreased from $11,132,000 to $11,841,000.

Overall, the BSW Wealth Partners Q3 2022 vs. Q4 2022 13F holdings comparison shows a mix of bullish and bearish stances on different securities. The bullish stances on some securities are indicative of the potential positive returns on investment, while the bearish stances indicate a lack of confidence or potential loss in the securities. Regardless of the specific securities, portfolio changes based on valuation, expectation and risk management practices all play a significant role in investment management.