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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
24
0
4
0
0
0
13
1
0
BSW WEALTH PARTNERS

Time Period2018-03-31

Total Holdings87

Total Value ($x1000)223,247
Activities
New5

Increased32

Unchanged18

Decreased32

Sold Out9

Top 10 Stock Holdingstotal 74.66%
IEFA17.69

IVV15.94

EFA10.5

SPY7.84

SCHZ6.79

 
IEMG4.71

IJH3.72

IWM2.91

EEM2.4

TFI2.16

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
17.69%
CORE MSCI EAFE
IVV
15.94%
CORE S&P500 ETF
EFA
10.5%
MSCI EAFE ETF
SPY
7.84%
TR UNIT
SCHZ
6.79%
US AGGREGATE B
IEMG
4.71%
CORE MSCI EMKT
IJH
3.72%
CORE S&P MCP ETF
IWM
2.91%
RUSSELL 2000 ETF
EEM
2.4%
MSCI EMG MKT ETF
TFI
2.16%
NUVN BRCLY MUNI
VEA
1.89%
FTSE DEV MKT ETF
SHM
1.88%
NUVN BR SHT MUNI
SCHF
1.69%
INTL EQTY ETF
GLD
1.2%
GOLD SHS
IAU
1.07%
ISHARES
ACWI
0.91%
MSCI ACWI ETF
SUB
0.83%
SHT NTLAMTFR ETF
SCHE
0.79%
EMRG MKTEQ ETF
AAPL
0.77%
COM
PG
0.66%
COM
AGG
0.58%
CORE TOTUSBD ETF
KO
0.58%
COM
SCHB
0.51%
US BRD MKT ETF
COLB
0.5%
COM
DIS
0.47%
COM DISNEY
TRV
0.44%
COM
XOM
0.43%
COM
PDM
0.39%
COM CL A
JPM
0.39%
COM
AAL
0.38%
COM
BRK.B
0.36%
CL B NEW
EFG
0.35%
EAFE GRWTH ETF
VFC
0.35%
COM
PX
0.35%
COM
CVX
0.31%
COM
IBM
0.29%
COM
MUB
0.27%
NAT AMT FREE BD
BNDX
0.26%
INTL BD IDX ETF
PEP
0.26%
COM
C
0.24%
COM NEW
GOOGL
0.24%
CAP STK CL A
VT
0.2%
TT WRLD ST ETF
GE
0.19%
COM
PFE
0.19%
COM
GWW
0.18%
COM
VV
0.18%
LARGE CAP ETF
PNC
0.17%
COM
AMGN
0.17%
COM
LLY
0.17%
COM
DVMT
0.17%
COM CL V
VWO
0.17%
FTSE EMR MKT ETF
MSFT
0.17%
COM
SCHX
0.17%
US LRG CAP ETF
A
0.16%
COM
DWDP
0.16%
COM
DHR
0.16%
COM
TIP
0.15%
TIPS BD ETF
INTC
0.15%
COM
GOOG
0.14%
CAP STK CL C
BMY
0.14%
COM
ABBV
0.13%
COM
MRK
0.13%
COM
JNJ
0.13%
COM
QQQ
0.13%
UNIT SER 1
KRE
0.12%
S&P REGL BKG
PHYS
0.12%
UNIT
CL
0.12%
COM
SCHR
0.12%
INTRM TRM TRES
SCHC
0.12%
INTL SCEQT ETF
HPT
0.11%
COM SH BEN INT
ITW
0.11%
COM
WFC
0.1%
COM
FSLR
0.1%
COM
VB
0.1%
SMALL CP ETF
HON
0.1%
COM
MDT
0.09%
SHS
USB
0.09%
COM NEW
RDS/A
0.09%
SPONS ADR A
ALL
0.09%
COM
VTI
0.09%
TOTAL STK MKT
SIVR
0.09%
SILVER SHS
GEN
0.08%
COM
RJA
0.06%
ROG AGRI ETN22
ABEV
0.03%
SPONSORED ADR
KNDI
0.03%
COM
LYG
0.03%
SPONSORED ADR
AUY
0.01%
COM
VO
0.14%
MID CAP ETF
EPD
0.11%
COM
MGEN
0.1%
COM
SCHM
0.1%
US MID-CAP ETF
DBEF
0.09%
XTRAK MSCI EAFE
MO
0.09%
COM
V
0.09%
COM CL A
UNFI
0.08%
COM
STKL
0.04%
COM