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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
27
3
8
0
1
0
29
7
6
BSW WEALTH PARTNERS

Time Period2018-09-30

Total Holdings139

Total Value ($x1000)262,502
Activities
New46

Increased47

Unchanged20

Decreased26

Sold Out2

Top 10 Stock Holdingstotal 68.5%
IEFA17.67

IVV15.75

EFA8.91

SPY7.43

IEMG4.49

 
MGEN3.54

IJH3.37

VNLA2.73

IWM2.65

TFI1.96

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
17.67%
CORE MSCI EAFE
IVV
15.75%
CORE S&P500 ETF
EFA
8.91%
MSCI EAFE ETF
SPY
7.43%
TR UNIT
IEMG
4.49%
CORE MSCI EMKT
MGEN
3.54%
COM
IJH
3.37%
CORE S&P MCP ETF
VNLA
2.73%
SHORT DUR ETF
IWM
2.65%
RUSSELL 2000 ETF
TFI
1.96%
NUVN BRCLY MUNI
NUSC
1.89%
ESG SMALL CAP
EEM
1.87%
MSCI EMG MKT ETF
VEA
1.67%
FTSE DEV MKT ETF
SCHF
1.46%
INTL EQTY ETF
IAU
1.31%
ISHARES
JPST
1.04%
ULTRA SHRT INC
AAPL
0.93%
COM
ACWI
0.85%
MSCI ACWI ETF
BLL
0.73%
COM
SCHE
0.63%
EMRG MKTEQ ETF
PG
0.63%
COM
KO
0.62%
COM
GLD
0.59%
GOLD SHS
QQQ
0.54%
UNIT SER 1
DIS
0.47%
COM DISNEY
SCHB
0.45%
US BRD MKT ETF
AGG
0.42%
CORE TOTUSBD ETF
XOM
0.42%
COM
PHYS
0.39%
UNIT
VFC
0.38%
COM
GOOGL
0.37%
CAP STK CL A
PDM
0.36%
COM CL A
BRK.B
0.35%
CL B NEW
JPM
0.34%
COM
PX
0.33%
COM
EFG
0.31%
EAFE GRWTH ETF
IBM
0.26%
COM
MRK
0.25%
COM
C
0.25%
COM NEW
CVX
0.24%
COM
PEP
0.24%
COM
BNDX
0.22%
INTL BD IDX ETF
MUB
0.22%
NAT AMT FREE BD
PFE
0.21%
COM
LLY
0.2%
COM
GWW
0.2%
COM
COLB
0.18%
COM
MSFT
0.18%
COM
AMGN
0.18%
COM
DVMT
0.17%
COM CL V
VT
0.17%
TT WRLD ST ETF
HASI
0.17%
COM
VV
0.17%
LARGE CAP ETF
SCHX
0.16%
US LRG CAP ETF
GOOG
0.15%
CAP STK CL C
A
0.15%
COM
JNJ
0.15%
COM
DHR
0.15%
COM
SAP
0.14%
SPON ADR
VWO
0.14%
FTSE EMR MKT ETF
UN
0.14%
N Y SHS NEW
BIIB
0.14%
COM
SIVB
0.14%
COM
INTC
0.13%
COM
ORA
0.13%
COM
PNC
0.13%
COM
XYL
0.13%
COM
ABBV
0.13%
COM
MKC
0.13%
COM NON VTG
PANW
0.13%
COM
TIP
0.13%
TIPS BD ETF
AAL
0.12%
COM
LULU
0.12%
COM
BDX
0.12%
COM
PYPL
0.12%
COM
UMPQ
0.12%
COM
GE
0.12%
COM
MDT
0.12%
SHS
DWDP
0.12%
COM
SBUX
0.12%
COM
ADSK
0.11%
COM
FSLR
0.11%
COM
MSCI
0.11%
COM
HPT
0.11%
COM SH BEN INT
IR
0.11%
SHS
TRV
0.11%
COM
CELG
0.11%
COM
AWK
0.11%
COM
KRE
0.1%
S&P REGL BKG
VB
0.1%
SMALL CP ETF
CRM
0.1%
COM
BLKB
0.1%
COM
SCHR
0.1%
INTRM TRM TRES
BFAM
0.1%
COM
ASML
0.1%
N Y REGISTRY SHS
AMZN
0.1%
COM
PLD
0.1%
COM
SCHC
0.1%
INTL SCEQT ETF
HON
0.1%
COM
ORCL
0.1%
COM
UNFI
0.1%
COM
MA
0.1%
CL A
WAT
0.1%
COM
SUB
0.1%
SHT NTLAMTFR ETF
CL
0.09%
COM
BMY
0.09%
COM
ILMN
0.09%
COM
WFC
0.09%
COM
HTGC
0.09%
COM
OI
0.09%
COM NEW
ITRI
0.09%
COM
SCHZ
0.09%
US AGGREGATE B
HXL
0.09%
COM
BXP
0.09%
COM
ETN
0.09%
SHS
RDS/A
0.09%
SPONS ADR A
EPD
0.09%
COM
PM
0.09%
COM
V
0.09%
COM CL A
ITW
0.09%
COM
VTI
0.08%
TOTAL STK MKT
PHG
0.08%
NY REG SH NEW
MXIM
0.08%
COM
COST
0.08%
COM
UNP
0.08%
COM
USB
0.08%
COM NEW
ADBE
0.08%
COM
NKE
0.08%
CL B
ALL
0.08%
COM
SCHM
0.08%
US MID-CAP ETF
RY
0.08%
COM
SIVR
0.07%
SILVER SHS
GEN
0.06%
COM
SHM
0.05%
NUVN BR SHT MUNI
MVIS
0.04%
COM NEW
SMFG
0.03%
SPONSORED ADR
LYG
0.03%
SPONSORED ADR
KNDI
0.03%
COM
CLDX
< 0.01%
COM
RJA
0.06%
ROG AGRI ETN22
ABEV
0.03%
SPONSORED ADR