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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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8
2
0
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9
2
2
BRIDGEWATER WEALTH FINANCIAL MANAGEMENT LLC

Time Period2017-12-31

Total Holdings27

Total Value ($x1000)250,651
Activities
New0

Increased6

Unchanged0

Decreased21

Sold Out3

Top 10 Stock Holdingstotal 62.62%
VEA19.46

AGG9.16

AAPL5.42

BA5.04

MSFT4.64

 
AXP4.47

MKC3.88

VFC3.63

PEP3.5

SJM3.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEA
19.46%
FTSE DEV MKT ETF
AGG
9.16%
CORE TOTUSBD ETF
AAPL
5.42%
COM
BA
5.04%
COM
MSFT
4.64%
COM
AXP
4.47%
COM
MKC
3.88%
COM NON VTG
VFC
3.63%
COM
PEP
3.5%
COM
SJM
3.42%
COM NEW
MTB
3.32%
COM
CNC
3.24%
COM
ABT
3.03%
COM
CERN
2.91%
COM
PG
2.88%
COM
XOM
2.88%
COM
UTHR
2.83%
COM
DHR
2.69%
COM
INTU
2.08%
COM
DIS
2.07%
COM DISNEY
GOOG
2.01%
CAP STK CL C
GOOGL
1.92%
CAP STK CL A
DVN
1.9%
COM
DFS
1.64%
COM
GE
1.62%
COM
QCOM
0.24%
COM
VUG
0.13%
GROWTH ETF
UA/C
1.34%
CL C
MD
1.33%
COM
UAA
0.79%
CL A