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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
19
3
5
0
2
0
20
2
1
CABOT WEALTH MANAGEMENT INC

Time Period2018-03-31

Total Holdings127

Total Value ($x1000)447,318
Activities
New8

Increased39

Unchanged19

Decreased61

Sold Out14

Top 10 Stock Holdingstotal 30.06%
SCHF4.55

FNDF3.92

SCHX3.36

SCPB3.1

HDB2.62

 
JPM2.59

SCHE2.56

AAPL2.54

FRC2.43

BRK.B2.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHF
4.55%
INTL EQTY ETF
FNDF
3.92%
SCHWB FDT INT LG
SCHX
3.36%
US LRG CAP ETF
SCPB
3.1%
BARC SHT TR CP
HDB
2.62%
ADR REPS 3 SHS
JPM
2.59%
COM
SCHE
2.56%
EMRG MKTEQ ETF
AAPL
2.54%
COM
FRC
2.43%
COM
BRK.B
2.39%
CL B NEW
SNE
2.27%
ADR NEW
SCHO
2.13%
SHT TM US TRES
FNDE
1.99%
SCHWB FDT EMK LG
DIS
1.87%
COM DISNEY
V
1.85%
COM CL A
TJX
1.78%
COM
HD
1.65%
COM
JNJ
1.65%
COM
CDW
1.6%
COM
NTES
1.59%
SPONSORED ADR
EBAY
1.55%
COM
CTAS
1.54%
COM
ROK
1.52%
COM
NEM
1.5%
COM
MAN
1.48%
COM
FLRN
1.48%
INV GRD FLT RT
FNDX
1.44%
SCHWAB FDT US LG
CB
1.41%
COM
VXF
1.38%
EXTEND MKT ETF
VZ
1.36%
COM
NVO
1.28%
ADR
NVDA
1.28%
COM
CHKP
1.23%
ORD
TAN
1.15%
GUGGENHEIM SOLAR
INGN
1.12%
COM
CHE
1.11%
COM
TOTL
1.07%
SPDR TR TACTIC
VRP
1.07%
VAR RATE PFD POR
PUTW
1.04%
CBOE S&P 500
GLD
1.03%
GOLD SHS
NGE
0.99%
GBL X MSCI NIGER
ITB
0.95%
US HOME CONS ETF
FRN
0.94%
GUGG FRNTR MKT
RPM
0.93%
COM
BBRC
0.9%
BEYOND BRICS ETF
MELI
0.89%
COM
TDTT
0.86%
IBOXX 3R TARGT
ECL
0.8%
COM
OMC
0.78%
COM
BABA
0.77%
SPONSORED ADS
LIT
0.7%
GLOBAL X LITHIUM
CRM
0.67%
COM
GOOG
0.66%
CAP STK CL C
SYY
0.66%
COM
PGHY
0.65%
GLBL ST HI YLD
TSLA
0.65%
COM
KBE
0.59%
S&P BK ETF
NOW
0.46%
COM
OBOR
0.44%
MSCI ONE BELT
FNDC
0.44%
SCHWB FDT INT SC
CTRP
0.44%
AMERICAN DEP SHS
SCHC
0.44%
INTL SCEQT ETF
NOC
0.42%
COM
SCHA
0.41%
US SML CAP ETF
IDXX
0.39%
COM
KGRN
0.38%
MSCI CHINA ENV
FSLR
0.37%
COM
EUFN
0.37%
MSCI EURO FL ETF
RTN
0.37%
COM NEW
FLOT
0.36%
FLTG RATE BD ETF
PXD
0.35%
COM
EEM
0.34%
MSCI EMG MKT ETF
EFA
0.33%
MSCI EAFE ETF
VCSH
0.33%
SHRT TRM CORP BD
GOOGL
0.31%
CAP STK CL A
XOM
0.3%
COM
SCHZ
0.3%
US AGGREGATE B
IEMG
0.25%
CORE MSCI EMKT
IVV
0.2%
CORE S&P500 ETF
SCHP
0.2%
US TIPS ETF
SHM
0.2%
NUVN BR SHT MUNI
CSJ
0.18%
1-3 YR CR BD ETF
PG
0.15%
COM
UPS
0.15%
CL B
ABMD
0.14%
COM
ORCL
0.13%
COM
FIBR
0.13%
EDGE US FIXD INM
CVX
0.13%
COM
SCHG
0.12%
US LCAP GR ETF
QUAL
0.11%
MSCI USA QLT FAC
VEA
0.1%
FTSE DEV MKT ETF
GD
0.1%
COM
SPY
0.1%
TR UNIT
SON
0.09%
COM
WY
0.09%
COM
ABT
0.09%
COM
SPG
0.09%
COM
DWDP
0.09%
COM
GSY
0.09%
GUGG ENH SHT DUR
FM
0.08%
MSCI FRNTR100ETF
EMTL
0.08%
SPDR DBLELN EMRG
QQQ
0.08%
UNIT SER 1
VTI
0.08%
TOTAL STK MKT
DVY
0.07%
SELECT DIVID ETF
COP
0.07%
COM
PAYX
0.07%
COM
KO
0.07%
COM
PFE
0.06%
COM
KWEB
0.06%
CSI CHI INTERNET
IYF
0.06%
U.S. FINLS ETF
MUNI
0.06%
INTER MUN BD ST
SCHB
0.06%
US BRD MKT ETF
IWM
0.06%
RUSSELL 2000 ETF
DWM
0.06%
DEFA FD
VWO
0.06%
FTSE EMR MKT ETF
WFC
0.05%
COM
VTIP
0.05%
STRM INFPROIDX
VPU
0.05%
UTILITIES ETF
PSX
0.05%
COM
BOND
0.05%
TOTL RETN ETF
MMM
0.05%
COM
INXX
0.05%
INDIA INFRSR ETF
BAB
0.05%
BUILD AMER ETF
REZ
0.05%
RESID RL EST CAP
ESGD
0.04%
MSCI EAFE ESG
GE
0.04%
COM
NEA
0.03%
COM
MCHP
0.47%
COM
GEX
0.4%
GLOBAL ALTER ETF
BMA
0.39%
SPON ADR B
RSP
0.1%
GUG S&P500 EQ WT
INC
0.1%
FXD INC BL ETF
BSCK
0.08%
GUG BULL2020 E
BSCJ
0.08%
GUG BULL2019 E
MINT
0.07%
ENHAN SHRT MAT
HYS
0.06%
0-5 HIGH YIELD
IJT
0.06%
SP SMCP600GR ETF
IBB
0.05%
NASDQ BIOTEC ETF
WBA
0.05%
COM
KRE
0.05%
S&P REGL BKG
MDYG
0.05%
S&P 400 MDCP GRW