HedgeMind.com >  Institutional Portfolios >  KWMG LLC >  2018-09-30
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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.
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86
15
21
2
11
2
55
17
14
KWMG LLC

Time Period2018-09-30

Total Holdings458

Total Value ($x1000)391,134
Activities
New24

Increased127

Unchanged226

Decreased81

Sold Out27

Top 10 Stock Holdingstotal 42.84%
TIP6.39

IVW6.28

IVE5.73

VEA5.47

BSV5.42

 
BND4.96

VOT2.49

VOE2.25

VWO2.01

HYG1.84

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TIP
6.39%
TIPS BD ETF
IVW
6.28%
S&P 500 GRWT ETF
IVE
5.73%
S&P 500 VAL ETF
VEA
5.47%
FTSE DEV MKT ETF
BSV
5.42%
SHORT TRM BOND
BND
4.96%
TOTAL BND MRKT
VOT
2.49%
MCAP GR IDXVIP
VOE
2.25%
MCAP VL IDXVIP
VWO
2.01%
FTSE EMR MKT ETF
HYG
1.84%
IBOXX HI YD ETF
RJI
1.78%
ROG TTL ETN 22
VNQ
1.72%
REIT ETF
CSJ
1.67%
1-3 YR CR BD ETF
VCSH
1.54%
SHRT TRM CORP BD
VTI
1.52%
TOTAL STK MKT
VLO
1.24%
COM
BLV
1.23%
LONG TERM BOND
WBA
1.21%
COM
CVS
1.19%
COM
IVV
1.06%
CORE S&P500 ETF
SHV
1.05%
SHRT TRS BD ETF
BIL
1%
SPDR BLOOMBERG
IJR
0.97%
CORE S&P SCP ETF
VO
0.93%
MID CAP ETF
VBK
0.91%
SML CP GRW ETF
IBND
0.86%
BRCLY INTL CRP
VBR
0.83%
SM CP VAL ETF
JNJ
0.74%
COM
MUB
0.7%
NAT AMT FREE BD
TJX
0.67%
COM
CNI
0.67%
COM
ROST
0.66%
COM
JWN
0.66%
COM
PFE
0.66%
COM
RTN
0.65%
COM NEW
DVY
0.65%
SELECT DIVID ETF
ATR
0.64%
COM
AON
0.64%
SHS CL A
BA
0.63%
COM
HD
0.63%
COM
AFL
0.63%
COM
AIZ
0.63%
COM
GLW
0.63%
COM
KSS
0.63%
COM
KR
0.62%
COM
JNPR
0.62%
COM
ADM
0.62%
COM
PEG
0.62%
COM
CSL
0.61%
COM
DAL
0.61%
COM NEW
AET
0.6%
COM
SAFM
0.58%
COM
VXUS
0.58%
VG TL INTL STK F
LYB
0.58%
SHS - A -
MPC
0.58%
COM
TRV
0.57%
COM
SCG
0.56%
COM
LRCX
0.56%
COM
KMB
0.56%
COM
PB
0.56%
COM
STX
0.56%
SHS
EIX
0.55%
COM
LB
0.54%
COM
CTL
0.54%
COM
IBM
0.54%
COM
AAL
0.53%
COM
PCG
0.53%
COM
CAH
0.53%
COM
SEE
0.53%
COM
T
0.52%
COM
CAG
0.52%
COM
SHM
0.52%
NUVN BR SHT MUNI
HOMB
0.51%
COM
IP
0.49%
COM
AGG
0.48%
CORE TOTUSBD ETF
IJH
0.46%
CORE S&P MCP ETF
STIP
0.46%
0-5 YR TIPS ETF
JNK
0.38%
BRC HGH YLD BD
IYR
0.37%
U.S. REAL ES ETF
DBEF
0.35%
XTRAK MSCI EAFE
QQQ
0.3%
UNIT SER 1
UMBF
0.29%
COM
DOL
0.29%
INTL LRGCAP DV
VEU
0.24%
ALLWRLD EX US
VGT
0.23%
INF TECH ETF
HYMB
0.19%
NUV HGHYLD MUN
PZA
0.18%
NATL AMT MUNI
AAPL
0.16%
COM
VUG
0.15%
GROWTH ETF
SUB
0.15%
SHT NTLAMTFR ETF
IWM
0.15%
RUSSELL 2000 ETF
IAU
0.13%
ISHARES
HON
0.13%
COM
VT
0.13%
TT WRLD ST ETF
PG
0.11%
COM
DEM
0.1%
EMERG MKTS ETF
HYD
0.09%
HIGH YLD MUN ETF
SPY
0.09%
TR UNIT
CBSH
0.08%
COM
ANDV
0.08%
COM
KO
0.08%
COM
PM
0.07%
COM
PHB
0.07%
FNDMNTL HY CRP
SJNK
0.06%
SHT TRM HGH YLD
AES
0.06%
COM
MO
0.06%
COM
MSI
0.06%
COM NEW
LOW
0.05%
COM
JPM
0.04%
COM
IEFA
0.04%
CORE MSCI EAFE
ITM
0.04%
AMT FREE INT ETF
XLF
0.04%
SBI INT-FINL
EEM
0.04%
MSCI EMG MKT ETF
VB
0.04%
SMALL CP ETF
DBC
0.03%
UNIT
CASY
0.03%
COM
NVDA
0.03%
COM
AMGN
0.03%
COM
NOC
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
HUM
0.03%
COM
XLB
0.03%
SBI MATERIALS
ABBV
0.03%
COM
XOM
0.03%
COM
TXN
0.03%
COM
DJP
0.03%
DJUBS CMDT ETN36
VTV
0.02%
VALUE ETF
FB
0.02%
CL A
GOOGL
0.02%
CAP STK CL A
DE
0.02%
COM
CVX
0.02%
COM
MSFT
0.02%
COM
CERN
0.02%
COM
SCPB
0.02%
BARC SHT TR CP
PEP
0.02%
COM
ADBE
0.02%
COM
CAT
0.02%
COM
MA
0.02%
CL A
VIG
0.02%
DIV APP ETF
INTC
0.02%
COM
MCD
0.02%
COM
S
0.02%
COM SER 1
VOO
0.02%
SHS
USB
0.02%
COM NEW
XLY
0.02%
SBI CONS DISCR
GWPH
0.02%
ADS
CSQ
0.02%
COM SH BEN INT
IEMG
0.02%
CORE MSCI EMKT
BRK.B
0.02%
CL B NEW
EFA
0.02%
MSCI EAFE ETF
HRB
0.02%
COM
GOOG
0.02%
CAP STK CL C
CTRL
0.02%
COM
ABT
0.02%
COM
GLD
0.02%
GOLD SHS
V
0.01%
COM CL A
VYM
0.01%
HIGH DIV YLD
JPG
0.01%
COM
NFLX
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
APTI
0.01%
CL A
PCY
0.01%
EMRNG MKT SVRG
XLI
0.01%
SBI INT-INDS
IWD
0.01%
RUS 1000 VAL ETF
LMT
0.01%
COM
ULTA
0.01%
COM
ELD
0.01%
EM LCL DEBT FD
RMD
0.01%
COM
JPZ
0.01%
COM
MB
0.01%
COM CL A
MUR
0.01%
COM
DOCU
0.01%
COM
CRL
0.01%
COM
FUL
0.01%
COM
CII
0.01%
COM
AMZN
0.01%
COM
RJF
0.01%
COM
SITE
0.01%
COM
UPRO
0.01%
ULTRPRO S&P500
MTRN
0.01%
COM
XLK
0.01%
TECHNOLOGY
STI
0.01%
COM
NKE
0.01%
CL B
IQV
0.01%
COM
ITW
0.01%
COM
USG
0.01%
COM NEW
ORLY
0.01%
COM
UNP
0.01%
COM
ETY
0.01%
COM
SCHB
0.01%
US BRD MKT ETF
PSCH
0.01%
S&P SMLCP HELT
HP
0.01%
COM
CL
0.01%
COM
DIS
0.01%
COM DISNEY
LNN
0.01%
COM
KBE
0.01%
S&P BK ETF
FLR
0.01%
COM
EVRG
0.01%
COM
DKS
0.01%
COM
JGH
0.01%
SHS
MDLZ
0.01%
CL A
BP
0.01%
SPONSORED ADR
LH
0.01%
COM NEW
EMR
0.01%
COM
JKHY
0.01%
COM
BABA
0.01%
SPONSORED ADS
SBUX
0.01%
COM
GILD
0.01%
COM
TWTR
0.01%
COM
SDY
0.01%
S&P DIVID ETF
IBB
0.01%
NASDQ BIOTEC ETF
MLN
0.01%
AMT FREE LONG MU
XLP
0.01%
SBI CONS STPLS
SLB
0.01%
COM
CDEV
0.01%
CL A
UNH
0.01%
COM
IJS
0.01%
SP SMCP600VL ETF
IJT
0.01%
SP SMCP600GR ETF
MMM
0.01%
COM
PSX
0.01%
COM
MXIM
0.01%
COM
BKNG
0.01%
COM
ATO
0.01%
COM
CBS
0.01%
CL B
DHS
0.01%
EQTY INC ETF
BMY
0.01%
COM
COP
0.01%
COM
ADP
0.01%
COM
CMCSA
0.01%
CL A
IWF
0.01%
RUS 1000 GRW ETF
IHE
0.01%
U.S. PHARMA ETF
TSLA
< 0.01%
COM
DTH
< 0.01%
DEFA EQT INC ETF
DON
< 0.01%
MIDCAP DIVI FD
BAC
< 0.01%
COM
WMT
< 0.01%
COM
FANG
< 0.01%
COM
FEZ
< 0.01%
EURO STOXX 50
MOMO
< 0.01%
ADR
DRW
< 0.01%
GLB EX US RL EST
MRK
< 0.01%
COM
IWC
< 0.01%
MICRO-CAP ETF
EES
< 0.01%
SMLCAP EARN FD
C
< 0.01%
COM NEW
DLN
< 0.01%
LARGECAP DIVID
BKLN
< 0.01%
SR LN ETF
PSCF
< 0.01%
S&P SMLCP FINL
KHC
< 0.01%
COM
DES
< 0.01%
SMALLCAP DIVID
PRF
< 0.01%
FTSE RAFI 1000
GE
< 0.01%
COM
VZ
< 0.01%
COM
PFF
< 0.01%
U.S. PFD STK ETF
BLK
< 0.01%
COM
JHS
< 0.01%
COM
PBCT
< 0.01%
COM
EPP
< 0.01%
MSCI PAC JP ETF
DLS
< 0.01%
INTL SMCAP DIV
OXY
< 0.01%
COM
CQP
< 0.01%
PRN
IJK
< 0.01%
S&P MC 400GR ETF
CHGG
< 0.01%
COM
CFFN
< 0.01%
COM
IJJ
< 0.01%
S&P MC 400VL ETF
BIT
< 0.01%
COM
PSCT
< 0.01%
S&P SMLCP INFO
FEP
< 0.01%
EUROPE ALPHA
ICE
< 0.01%
COM
VSS
< 0.01%
FTSE SMCAP ETF
WFC
< 0.01%
COM
STT
< 0.01%
COM
CHW
< 0.01%
COM
EAD
< 0.01%
COM SHS
VIAB
< 0.01%
CL B
BGY
< 0.01%
COM BENE INTER
CB
< 0.01%
COM
APD
< 0.01%
COM
STZ
< 0.01%
CL A
FAM
< 0.01%
COM SHS
GHY
< 0.01%
COM
PICB
< 0.01%
INTL CORP BD
RJZ
< 0.01%
RG METAL ETN22
EL
< 0.01%
CL A
ETW
< 0.01%
COM
BTZ
< 0.01%
COM
KMX
< 0.01%
COM
PSCD
< 0.01%
S&P SMLCP DISC
MXI
< 0.01%
GLOBAL MATER ETF
GDX
< 0.01%
GOLD MINERS ETF
BAX
< 0.01%
COM
AIG
< 0.01%
COM NEW
TOT
< 0.01%
SPONSORED ADR
NEM
< 0.01%
COM
ZTS
< 0.01%
CL A
AXP
< 0.01%
COM
ISRG
< 0.01%
COM NEW
FDS
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
MGPI
< 0.01%
COM
UTX
< 0.01%
COM
SNY
< 0.01%
SPONSORED ADR
ETR
< 0.01%
COM
WRK
< 0.01%
COM
BOE
< 0.01%
COM
GWX
< 0.01%
S&P INTL SMLCP
DBE
< 0.01%
ENERGY FD
VER
< 0.01%
PRN
AVNS
< 0.01%
COM
FOXA
< 0.01%
CL A
MGU
< 0.01%
COM
PBR
< 0.01%
SPONSORED ADR
VOX
< 0.01%
TELCOMM ETF
TSM
< 0.01%
SPONSORED ADR
EOG
< 0.01%
COM
ASML
< 0.01%
N Y REGISTRY SHS
RDS/A
< 0.01%
SPONS ADR A
CBOE
< 0.01%
COM
CDK
< 0.01%
COM
GS
< 0.01%
COM
USA
< 0.01%
SH BEN INT
ESRX
< 0.01%
COM
BK
< 0.01%
COM
PX
< 0.01%
COM
NVO
< 0.01%
ADR
ALXN
< 0.01%
COM
CNQ
< 0.01%
COM
EWW
< 0.01%
MSCI MEX CAP ETF
GPN
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
CRH
< 0.01%
ADR
MCK
< 0.01%
COM
MGM
< 0.01%
COM
TDS
< 0.01%
COM NEW
PEY
< 0.01%
HIG YLD EQ DIV
EWG
< 0.01%
MSCI GERMANY ETF
MHK
< 0.01%
COM
VRSK
< 0.01%
CL A
ETFC
< 0.01%
COM NEW
ERJ
< 0.01%
SP ADR REP 4 COM
FIS
< 0.01%
COM
MET
< 0.01%
COM
FGP
< 0.01%
PRN
COF
< 0.01%
COM
CP
< 0.01%
COM
WPP
< 0.01%
ADR
DWDP
< 0.01%
COM
E
< 0.01%
SPONSORED ADR
XES
< 0.01%
OILGAS EQUIP
ABB
< 0.01%
SPONSORED ADR
EVT
< 0.01%
COM
CZR
< 0.01%
COM
HCA
< 0.01%
COM
HRS
< 0.01%
COM
TRU
< 0.01%
COM
CSCO
< 0.01%
COM
HMC
< 0.01%
AMERN SHS
FSLR
< 0.01%
COM
SHW
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
WDAY
< 0.01%
CL A
EFG
< 0.01%
EAFE GRWTH ETF
A
< 0.01%
COM
ZMH
< 0.01%
COM
SLM
< 0.01%
COM
ELLI
< 0.01%
COM
MMC
< 0.01%
COM
HYB
< 0.01%
COM NEW
CRM
< 0.01%
COM
O
< 0.01%
COM
UBS
< 0.01%
SHS
RPAI
< 0.01%
PRN
RIO
< 0.01%
SPONSORED ADR
JQC
< 0.01%
COM SHS
NOK
< 0.01%
SPONSORED ADR
MNST
< 0.01%
COM
JPC
< 0.01%
COM
GM
< 0.01%
COM
FL
< 0.01%
COM
ATVI
< 0.01%
COM
CS
< 0.01%
SPONSORED ADR
EVG
< 0.01%
COM
COO
< 0.01%
COM NEW
GLO
< 0.01%
SH BEN INT
PAYC
< 0.01%
COM
CMI
< 0.01%
COM
CHL
< 0.01%
SPONSORED ADR
AL
< 0.01%
CL A
ZION
< 0.01%
COM
JEC
< 0.01%
COM
VIV
< 0.01%
SPONSORED ADR
TI/A
< 0.01%
SPON ADR SVGS
NFJ
< 0.01%
COM
PSCI
< 0.01%
S&P SMLCP INDL
SLV
< 0.01%
ISHARES
ANTM
< 0.01%
COM
EFV
< 0.01%
EAFE VALUE ETF
SJI
< 0.01%
COM
CIB
< 0.01%
SPON ADR PREF
TEVA
< 0.01%
ADR
JRI
< 0.01%
COM
MZOR
< 0.01%
SPONSORED ADS
ING
< 0.01%
SPONSORED ADR
SCHW
< 0.01%
COM
PHO
< 0.01%
WATER RES ETF
PBW
< 0.01%
WILDERHIL CLAN
TSS
< 0.01%
COM
AVK
< 0.01%
COM
AMAT
< 0.01%
COM
APA
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
MT
< 0.01%
NY REGISTRY SH
XRX
< 0.01%
COM NEW
BCX
< 0.01%
SHS
AMD
< 0.01%
COM
EWU
< 0.01%
MSCI UK ETF NEW
PUW
< 0.01%
WILDERHL PRGRS
RYT
< 0.01%
S&P500 EQL TEC
PNC
< 0.01%
COM
RYH
< 0.01%
S&P500 EQL HLT
JEF
< 0.01%
COM
PDCO
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
PSCU
< 0.01%
S&P SMLCP UTIL
PRU
< 0.01%
COM
CUT
< 0.01%
MSCI GBL TIMBR
RP
< 0.01%
COM
EBAY
< 0.01%
COM
TM
< 0.01%
SP ADR REP2COM
MDT
< 0.01%
SHS
QCOM
< 0.01%
COM
EWM
< 0.01%
MSCI MLY ETF NEW
BCS
< 0.01%
ADR
BGR
< 0.01%
COM
WM
< 0.01%
COM
SPXL
< 0.01%
DRX S&P500BULL
ECC
< 0.01%
COM
FE
< 0.01%
COM
GSKY
< 0.01%
CL A
HTZ
< 0.01%
COM
MCHP
< 0.01%
COM
UAL
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
KMI
< 0.01%
COM
INTU
< 0.01%
COM
HPQ
< 0.01%
COM
LQD
< 0.01%
IBOXX INV CP ETF
F
< 0.01%
COM PAR $0.01
MGK
< 0.01%
MEGA GRWTH IND
HPE
< 0.01%
COM
PRSP
< 0.01%
COM
DXC
< 0.01%
COM
SCHA
< 0.01%
US SML CAP ETF
ESGE
< 0.01%
MSCI EM ESG SE
MFGP
< 0.01%
SPON ADR NEW
AQB
< 0.01%
COM NEW
WYNN
< 0.01%
COM
IXUS
< 0.01%
CORE MSCITOTAL
AMC
< 0.01%
CL A COM
XL
0.76%
COM
GIS
0.5%
COM
SYMC
0.01%
COM
CF
0.01%
COM
NOV
0.01%
COM
RIG
0.01%
REG SHS
SRI
0.01%
COM
MEOH
< 0.01%
COM
HYH
< 0.01%
COM
ABC
< 0.01%
COM
ENB
< 0.01%
COM
SIVR
< 0.01%
SILVER SHS
VTR
< 0.01%
PRN
ATGE
< 0.01%
COM
RDN
< 0.01%
COM
WCN
< 0.01%
COM
CMP
< 0.01%
COM
HAL
< 0.01%
COM
AVGO
< 0.01%
COM
LCM
< 0.01%
COM
AMG
< 0.01%
COM
ESLT
< 0.01%
ORD
ERIC
< 0.01%
ADR B SEK 10
RGA
< 0.01%
COM NEW
BHF
< 0.01%
COM
FMC
< 0.01%
COM NEW
ISCF
< 0.01%
MSCI INT SMLCP