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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
3
6
0
2
0
21
2
4
CABOT WEALTH MANAGEMENT INC

Time Period2018-09-30

Total Holdings125

Total Value ($x1000)466,217
Activities
New12

Increased23

Unchanged21

Decreased69

Sold Out8

Top 10 Stock Holdingstotal 30.32%
SCHF4.49

FNDF3.97

SCHX3.62

AAPL3.2

SCPB2.87

 
SNE2.62

SCHE2.43

JPM2.42

BRK.B2.35

FRC2.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHF
4.49%
INTL EQTY ETF
FNDF
3.97%
SCHWB FDT INT LG
SCHX
3.62%
US LRG CAP ETF
AAPL
3.2%
COM
SCPB
2.87%
BARC SHT TR CP
SNE
2.62%
ADR NEW
SCHE
2.43%
EMRG MKTEQ ETF
JPM
2.42%
COM
FRC
2.35%
COM
BRK.B
2.35%
CL B NEW
HDB
2.33%
ADR REPS 3 SHS
TJX
2.18%
COM
DIS
2.04%
COM DISNEY
V
2.01%
COM CL A
FNDE
1.93%
SCHWB FDT EMK LG
CDW
1.86%
COM
HD
1.69%
COM
GOOG
1.69%
CAP STK CL C
SCHO
1.64%
SHT TM US TRES
ROK
1.57%
COM
FNDX
1.56%
SCHWAB FDT US LG
FLRN
1.55%
INV GRD FLT RT
JNJ
1.46%
COM
NVDA
1.46%
COM
VZ
1.46%
COM
VXF
1.41%
EXTEND MKT ETF
CHKP
1.35%
ORD
OMC
1.27%
COM
CHE
1.22%
COM
CTAS
1.21%
COM
RPM
1.2%
COM
EBAY
1.2%
COM
NVO
1.15%
ADR
CB
1.12%
COM
PUTW
1.11%
CBOE S&P 500
NEM
1.05%
COM
VRP
1.01%
VAR RATE PFD
TOTL
1%
SPDR TR TACTIC
KBE
0.98%
S&P BK ETF
VIS
0.95%
INDUSTRIAL ETF
MAN
0.95%
COM
VCSH
0.94%
SHRT TRM CORP BD
NOW
0.91%
COM
CRM
0.88%
COM
TDTT
0.85%
IBOXX 3R TARGT
GLD
0.85%
GOLD SHS
ECL
0.84%
COM
SYY
0.82%
COM
MELI
0.8%
COM
BABA
0.79%
SPONSORED ADS
INGN
0.76%
COM
GWRE
0.76%
COM
BAH
0.75%
CL A
BBRC
0.72%
BEYOND BRICS ETF
IEX
0.66%
COM
YNDX
0.65%
SHS CLASS A
TSM
0.64%
SPONSORED ADR
ADBE
0.64%
COM
TSLA
0.61%
COM
PGHY
0.61%
GBL SRT TRM HY
FANG
0.52%
COM
IDXX
0.49%
COM
SCHA
0.44%
US SML CAP ETF
SCHC
0.43%
INTL SCEQT ETF
FNDC
0.42%
SCHWB FDT INT SC
FRN
0.42%
FRONTIER MKTS
ABMD
0.4%
COM
NOC
0.36%
COM
IEMG
0.35%
CORE MSCI EMKT
RTN
0.34%
COM NEW
PXD
0.34%
COM
GOOGL
0.34%
CAP STK CL A
XOM
0.33%
COM
FLOT
0.32%
FLTG RATE BD ETF
EUFN
0.3%
MSCI EURO FL ETF
EFA
0.27%
MSCI EAFE ETF
CSGP
0.25%
COM
EEM
0.25%
MSCI EMG MKT ETF
SCHZ
0.24%
US AGGREGATE B
IVV
0.21%
CORE S&P500 ETF
SCHP
0.19%
US TIPS ETF
PG
0.15%
COM
UPS
0.14%
CL B
ORCL
0.14%
COM
CSJ
0.14%
1-3 YR CR BD ETF
CVX
0.13%
COM
SHM
0.12%
NUVN BR SHT MUNI
SCHG
0.12%
US LCAP GR ETF
QUAL
0.12%
MSCI USA QLT FAC
FIBR
0.11%
EDGE US FIXD INM
SPY
0.11%
TR UNIT
ABT
0.1%
COM
SPG
0.09%
COM
VEA
0.09%
FTSE DEV MKT ETF
COP
0.09%
COM
SON
0.09%
COM
GD
0.09%
COM
DWDP
0.08%
COM
WY
0.08%
COM
QQQ
0.08%
UNIT SER 1
PAYX
0.08%
COM
VTI
0.07%
TOTAL STK MKT
MCD
0.07%
COM
DVY
0.07%
SELECT DIVID ETF
PFE
0.06%
COM
KO
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
FM
0.06%
MSCI FRNTR100ETF
WFC
0.06%
COM
PSX
0.06%
COM
VPU
0.05%
UTILITIES ETF
DWM
0.05%
DEFA FD
MUNI
0.05%
INTER MUN BD ST
PEG
0.05%
COM
MRK
0.05%
COM
IEFA
0.05%
CORE MSCI EAFE
MSFT
0.05%
COM
REZ
0.05%
RESID RL EST CAP
WBA
0.05%
COM
LLY
0.05%
COM
VWO
0.05%
FTSE EMR MKT ETF
KWEB
0.05%
CSI CHI INTERNET
INXX
0.04%
INDIA INFRSR ETF
GE
0.03%
COM
NAVB
< 0.01%
COM
NGE
0.9%
GBL X MSCI NIGER
LIT
0.68%
GLOBAL X LITHIUM
TAN
0.58%
SOLAR ETF
ITB
0.5%
US HOME CONS ETF
CTRP
0.44%
AMERICAN DEP SHS
OBOR
0.39%
MSCI ONE BELT
GSY
0.05%
ULTRA SHRT DUR
NEA
0.03%
COM