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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
0
15
1
0
BSW WEALTH PARTNERS

Time Period2018-06-30

Total Holdings95

Total Value ($x1000)231,262
Activities
New12

Increased45

Unchanged18

Decreased20

Sold Out4

Top 10 Stock Holdingstotal 71.54%
IEFA17.51

IVV16.58

EFA9.72

SPY7.72

IEMG4.37

 
SCHZ4.05

IJH3.82

IWM3.08

JPST2.39

TFI2.3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
17.51%
CORE MSCI EAFE
IVV
16.58%
CORE S&P500 ETF
EFA
9.72%
MSCI EAFE ETF
SPY
7.72%
TR UNIT
IEMG
4.37%
CORE MSCI EMKT
SCHZ
4.05%
US AGGREGATE B
IJH
3.82%
CORE S&P MCP ETF
IWM
3.08%
RUSSELL 2000 ETF
JPST
2.39%
ULTRA SHRT INC
TFI
2.3%
NUVN BRCLY MUNI
EEM
2.09%
MSCI EMG MKT ETF
SHM
2.07%
NUVN BR SHT MUNI
VEA
1.79%
FTSE DEV MKT ETF
SCHF
1.64%
INTL EQTY ETF
BLL
1.23%
COM
GLD
1.05%
GOLD SHS
IAU
1.03%
ISHARES
ACWI
0.93%
MSCI ACWI ETF
SUB
0.87%
SHT NTLAMTFR ETF
AAPL
0.85%
COM
SCHE
0.69%
EMRG MKTEQ ETF
PG
0.64%
COM
KO
0.58%
COM
SCHB
0.49%
US BRD MKT ETF
COLB
0.48%
COM
DIS
0.47%
COM DISNEY
XOM
0.45%
COM
PDM
0.43%
COM CL A
AGG
0.4%
CORE TOTUSBD ETF
VFC
0.38%
COM
MUB
0.38%
NAT AMT FREE BD
PX
0.37%
COM
TRV
0.36%
COM
JPM
0.35%
COM
EFG
0.33%
EAFE GRWTH ETF
CVX
0.33%
COM
BRK.B
0.32%
CL B NEW
GOOGL
0.27%
CAP STK CL A
IBM
0.27%
COM
PEP
0.26%
COM
BNDX
0.25%
INTL BD IDX ETF
C
0.24%
COM NEW
GWW
0.19%
COM
PFE
0.19%
COM
DVMT
0.18%
COM CL V
AMGN
0.18%
COM
LLY
0.18%
COM
VT
0.18%
TT WRLD ST ETF
VV
0.18%
LARGE CAP ETF
MSFT
0.17%
COM
SCHX
0.17%
US LRG CAP ETF
GOOG
0.16%
CAP STK CL C
GE
0.16%
COM
DWDP
0.16%
COM
MRK
0.15%
COM
DHR
0.15%
COM
A
0.15%
COM
PNC
0.15%
COM
TIP
0.15%
TIPS BD ETF
VWO
0.15%
FTSE EMR MKT ETF
JNJ
0.15%
COM
INTC
0.14%
COM
QQQ
0.13%
UNIT SER 1
AAL
0.13%
COM
BMY
0.13%
COM
ABBV
0.12%
COM
HPT
0.12%
COM SH BEN INT
KRE
0.12%
S&P REGL BKG
VTI
0.12%
TOTAL STK MKT
WFC
0.12%
COM
GEN
0.12%
COM
SCHR
0.11%
INTRM TRM TRES
SCHC
0.11%
INTL SCEQT ETF
PHYS
0.11%
UNIT
CL
0.1%
COM
RDS/A
0.1%
SPONS ADR A
MDT
0.1%
SHS
VB
0.1%
SMALL CP ETF
AMZN
0.1%
COM
ITW
0.1%
COM
EPD
0.09%
COM
HON
0.09%
COM
HASI
0.09%
COM
ORCL
0.09%
COM
USB
0.09%
COM NEW
SAP
0.09%
SPON ADR
SIVR
0.08%
SILVER SHS
MGEN
0.06%
COM
RJA
0.06%
ROG AGRI ETN22
SMFG
0.03%
SPONSORED ADR
LYG
0.03%
SPONSORED ADR
ABEV
0.03%
SPONSORED ADR
KNDI
0.02%
COM
MVIS
0.01%
COM NEW
CLDX
< 0.01%
COM
QQQ
0.13%
UNIT SER 1
FSLR
0.1%
COM
ALL
0.09%
COM
AUY
0.01%
COM