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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
23
1
4
0
0
1
14
2
0
BSW WEALTH PARTNERS

Time Period2019-03-31

Total Holdings99

Total Value ($x1000)252,661
Activities
New14

Increased29

Unchanged11

Decreased45

Sold Out11

Top 10 Stock Holdingstotal 64.15%
IVV19.99

IEFA8.53

SPY7.08

EFA6.46

VEA5.22

 
IJH4.35

CRBN3.39

IEMG3.34

SCHZ3.2

IWM2.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
19.99%
CORE S&P500 ETF
IEFA
8.53%
CORE MSCI EAFE
SPY
7.08%
TR UNIT
EFA
6.46%
MSCI EAFE ETF
VEA
5.22%
FTSE DEV MKT ETF
IJH
4.35%
CORE S&P MCP ETF
CRBN
3.39%
MSCI LW CRB TG
IEMG
3.34%
CORE MSCI EMKT
SCHZ
3.2%
US AGGREGATE B
IWM
2.59%
RUSSELL 2000 ETF
JPST
2.44%
ULTRA SHRT INC
TFI
2.25%
NUVN BRCLY MUNI
SHM
2.15%
NUVN BR SHT MUNI
IAU
2.07%
ISHARES
VWO
2.01%
FTSE EMR MKT ETF
EEM
1.83%
MSCI EMG MKT ETF
VOO
1.71%
SHS
ESGD
1.45%
MSCI EAFE ESG
SCHF
1.24%
INTL EQTY ETF
ACWI
1.23%
MSCI ACWI ETF
NUSC
1.17%
ESG SMALL CAP
AGG
1.01%
CORE TOTUSBD ETF
PG
0.85%
COM
AAPL
0.76%
COM
RDFN
0.6%
COM
SCHE
0.6%
EMRG MKTEQ ETF
KO
0.57%
COM
DIS
0.46%
COM DISNEY
SCHB
0.44%
US BRD MKT ETF
PDM
0.41%
COM CL A
XOM
0.4%
COM
LIN
0.37%
COM
VFC
0.37%
COM
VO
0.36%
MID CAP ETF
GWW
0.33%
COM
VTIP
0.32%
STRM INFPROIDX
JPM
0.32%
COM
SUB
0.31%
SHT NTLAMTFR ETF
BRK.B
0.31%
CL B NEW
GLD
0.27%
GOLD SHS
PEP
0.25%
COM
LLY
0.25%
COM
TRV
0.24%
COM
MUB
0.23%
NAT AMT FREE BD
IBM
0.22%
COM
CVX
0.22%
COM
PFE
0.21%
COM
EFG
0.2%
EAFE GRWTH ETF
DELL
0.2%
CL C
MSFT
0.19%
COM
IJR
0.18%
CORE S&P SCP ETF
C
0.18%
COM NEW
AMGN
0.17%
COM
VV
0.17%
LARGE CAP ETF
DHR
0.16%
COM
VT
0.16%
TT WRLD ST ETF
GOOGL
0.15%
CAP STK CL A
COLB
0.15%
COM
INTC
0.15%
COM
A
0.15%
COM
SCHM
0.14%
US MID-CAP ETF
GOOG
0.14%
CAP STK CL C
GE
0.13%
COM
MRK
0.13%
COM
JNJ
0.13%
COM
PNC
0.12%
COM
SCHX
0.12%
US LRG CAP ETF
ABBV
0.12%
COM
DSI
0.11%
MSCI KLD400 SOC
QQQ
0.11%
UNIT SER 1
PHYS
0.11%
UNIT
AMZN
0.1%
COM
HPT
0.1%
COM SH BEN INT
DWDP
0.1%
COM
CL
0.1%
COM
HON
0.1%
COM
MO
0.1%
COM
SCZ
0.1%
EAFE SML CP ETF
VB
0.1%
SMALL CP ETF
COST
0.09%
COM
EPD
0.09%
COM
V
0.09%
COM CL A
WFC
0.09%
COM
KRE
0.09%
S&P REGL BKG
ITW
0.09%
COM
VTI
0.08%
TOTAL STK MKT
MDT
0.08%
SHS
BMY
0.08%
COM
SIVR
0.07%
PHYSCL SILVR SHS
GEN
0.07%
COM
BGB
0.06%
COM SHS BEN IN
SPWR
0.05%
COM
KNDI
0.05%
COM
FSLR
0.04%
COM
MVIS
0.04%
COM NEW
HASI
0.04%
COM
PANW
0.02%
COM
PHG
0.02%
NY REG SH NEW
XYL
0.02%
COM
ESGE
0.75%
MSCI EM ESG SE
ESGU
0.68%
ETF MSCI USA
BLL
0.3%
COM
DVMT
0.14%
COM CL V
AAL
0.09%
COM
SCHC
0.08%
INTL SCEQT ETF
MGEN
0.03%
COM
SBUX
0.02%
COM
ILMN
0.01%
COM
UN
< 0.01%
N Y SHS NEW
CHD
< 0.01%
COM