HedgeMind.com >  Institutional Portfolios >  KWMG LLC >  2018-12-31
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KWMG LLC

Time Period2018-12-31

Total Holdings471

Total Value ($x1000)365,548
Activities
New37

Increased141

Unchanged204

Decreased89

Sold Out24

Top 10 Stock Holdingstotal 42.44%
TIP6.44

IVW5.83

BSV5.65

IVE5.52

BND5.29

 
VEA5.18

VOT2.38

VOE2.13

VWO2.1

HYG1.92

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TIP
6.44%
TIPS BD ETF
IVW
5.83%
S&P 500 GRWT ETF
BSV
5.65%
SHORT TRM BOND
IVE
5.52%
S&P 500 VAL ETF
BND
5.29%
TOTAL BND MRKT
VEA
5.18%
FTSE DEV MKT ETF
VOT
2.38%
MCAP GR IDXVIP
VOE
2.13%
MCAP VL IDXVIP
VWO
2.1%
FTSE EMR MKT ETF
HYG
1.92%
IBOXX HI YD ETF
VNQ
1.76%
REIT ETF
RJI
1.73%
ROG TTL ETN 22
CSJ
1.6%
1-3 YR CR BD ETF
VCSH
1.55%
SHRT TRM CORP BD
BLV
1.37%
LONG TERM BOND
WBA
1.29%
COM
CVS
1.22%
COM
VTI
1.19%
TOTAL STK MKT
SHV
1.02%
SHRT TRS BD ETF
VLO
1.01%
COM
VO
0.95%
MID CAP ETF
IJR
0.94%
CORE S&P SCP ETF
IBND
0.93%
BRCLY INTL CRP
VBK
0.85%
SML CP GRW ETF
IVV
0.82%
CORE S&P500 ETF
VBR
0.78%
SM CP VAL ETF
STIP
0.73%
0-5 YR TIPS ETF
PFE
0.72%
COM
AFL
0.7%
COM
AON
0.66%
SHS CL A
ROST
0.66%
COM
KR
0.66%
COM
BIL
0.65%
SPDR BLOOMBERG
KMB
0.65%
COM
SAFM
0.65%
COM
SCG
0.64%
COM
KSS
0.64%
COM
TJX
0.63%
COM
ATR
0.63%
COM
CNI
0.62%
COM
JNPR
0.62%
COM
BA
0.61%
COM
HD
0.61%
COM
GLW
0.61%
COM
TRV
0.6%
COM
DAL
0.59%
COM NEW
AIZ
0.59%
COM
PB
0.58%
COM
ADM
0.58%
COM
JWN
0.58%
COM
RTN
0.57%
COM NEW
LRCX
0.57%
COM
STX
0.56%
SHS
CSL
0.55%
COM
SEE
0.55%
COM
ROK
0.55%
COM
AAL
0.55%
COM
VXUS
0.54%
VG TL INTL STK F
WRK
0.54%
COM
NFG
0.54%
COM
C
0.54%
COM NEW
LYB
0.54%
SHS - A -
MPC
0.53%
COM
LB
0.52%
COM
AGG
0.51%
CORE TOTUSBD ETF
PCG
0.51%
COM
IBM
0.51%
COM
HOMB
0.51%
COM
EIX
0.51%
COM
IJH
0.51%
CORE S&P MCP ETF
CAH
0.51%
COM
T
0.5%
COM
CTL
0.49%
COM
JNJ
0.48%
COM
IP
0.47%
COM
SHM
0.45%
NUVN BR SHT MUNI
MUB
0.45%
NAT AMT FREE BD
IYR
0.41%
U.S. REAL ES ETF
CAG
0.39%
COM
SDY
0.38%
S&P DIVID ETF
JNK
0.38%
BRC HGH YLD BD
IEFA
0.36%
CORE MSCI EAFE
VUG
0.34%
GROWTH ETF
ITM
0.33%
AMT FREE INT ETF
UMBF
0.32%
COM
DBEF
0.32%
XTRAK MSCI EAFE
PEG
0.29%
COM
SUB
0.28%
SHT NTLAMTFR ETF
DOL
0.27%
INTL LRGCAP DV
HYMB
0.23%
NUV HGHYLD MUN
QQQ
0.22%
UNIT SER 1
VEU
0.21%
ALLWRLD EX US
VIG
0.2%
DIV APP ETF
XLB
0.17%
SBI MATERIALS
VGT
0.15%
INF TECH ETF
AAPL
0.13%
COM
PG
0.13%
COM
PZA
0.12%
NATL AMT MUNI
IWM
0.12%
RUSSELL 2000 ETF
HON
0.11%
COM
DVY
0.11%
SELECT DIVID ETF
DEM
0.1%
EMERG MKTS ETF
VT
0.09%
TT WRLD ST ETF
IAU
0.09%
ISHARES
KO
0.08%
COM
VB
0.08%
SMALL CP ETF
CBSH
0.08%
COM
SPY
0.08%
TR UNIT
DJP
0.07%
DJUBS CMDT ETN36
AES
0.07%
COM
PHB
0.07%
FNDMNTL HY CRP
PM
0.06%
COM
SJNK
0.06%
SHT TRM HGH YLD
IEMG
0.06%
CORE MSCI EMKT
HYD
0.06%
HIGH YLD MUN ETF
MO
0.06%
COM
VOO
0.06%
SHS
MSI
0.06%
COM NEW
LOW
0.04%
COM
JPM
0.04%
COM
DBC
0.04%
UNIT
CASY
0.04%
COM
XLF
0.03%
SBI INT-FINL
MLN
0.03%
AMT FREE LONG MU
EEM
0.03%
MSCI EMG MKT ETF
AMGN
0.03%
COM
ABBV
0.03%
COM
HUM
0.03%
COM
VTV
0.03%
VALUE ETF
XLV
0.02%
SBI HEALTHCARE
VYM
0.02%
HIGH DIV YLD
TXN
0.02%
COM
GOOGL
0.02%
CAP STK CL A
XOM
0.02%
COM
GOOG
0.02%
CAP STK CL C
XLI
0.02%
SBI INT-INDS
MSFT
0.02%
COM
VFH
0.02%
FINANCIALS ETF
CVX
0.02%
COM
FB
0.02%
CL A
CWB
0.02%
BRC CNV SECS ETF
PEP
0.02%
COM
ARES
0.02%
CL A COM STK
TWTR
0.02%
COM
MCD
0.02%
COM
RMD
0.02%
COM
INTC
0.02%
COM
ULTA
0.02%
COM
IXJ
0.02%
GLOB HLTHCRE ETF
MAIN
0.02%
COM
CERN
0.02%
COM
PPA
0.02%
AEROSPACE DEFN
MA
0.02%
CL A
CAT
0.02%
COM
LTHM
0.02%
COM
USB
0.02%
COM NEW
NVDA
0.02%
COM
S
0.02%
COM SER 1
GLD
0.02%
GOLD SHS
ABT
0.02%
COM
XMLV
0.02%
S&P MIDCP LOW
NOBL
0.02%
S&P 500 ARISTO
DE
0.02%
COM
XLY
0.02%
SBI CONS DISCR
BRK.B
0.02%
CL B NEW
HRB
0.02%
COM
EFA
0.01%
MSCI EAFE ETF
V
0.01%
COM CL A
KIE
0.01%
S&P INS ETF
CSQ
0.01%
COM SH BEN INT
CRL
0.01%
COM
PCY
0.01%
EMRNG MKT SVRG
JPG
0.01%
COM
ELD
0.01%
EM LCL DEBT FD
RXI
0.01%
GLB CNS DISC ETF
NFLX
0.01%
COM
KRE
0.01%
S&P REGL BKG
IWD
0.01%
RUS 1000 VAL ETF
ADBE
0.01%
COM
PKW
0.01%
BUYBACK ACHIEV
IWR
0.01%
RUS MID-CAP ETF
JPZ
0.01%
COM
LMT
0.01%
COM
NOC
0.01%
COM
USG
0.01%
COM NEW
ORLY
0.01%
COM
CII
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
XSLV
0.01%
S&P SMLCP LOW
ITW
0.01%
COM
IQV
0.01%
COM
AMZN
0.01%
COM
NKE
0.01%
CL B
XLK
0.01%
TECHNOLOGY
UPRO
0.01%
ULTRPRO S&P500
PID
0.01%
INTL DIVI ACHI
EVRG
0.01%
COM
CL
0.01%
COM
APTI
0.01%
CL A
UNP
0.01%
COM
SCHB
0.01%
US BRD MKT ETF
SBUX
0.01%
COM
ETY
0.01%
COM
DIS
0.01%
COM DISNEY
KNOW
0.01%
ALL CP INSIDER
MDLZ
0.01%
CL A
CSM
0.01%
PSHS LC COR PLUS
JGH
0.01%
SHS
PSCH
0.01%
S&P SMLCP HELT
EMR
0.01%
COM
KBE
0.01%
S&P BK ETF
LH
0.01%
COM NEW
DKS
0.01%
COM
BP
0.01%
SPONSORED ADR
TSLA
0.01%
COM
WMT
0.01%
COM
BABA
0.01%
SPONSORED ADS
LNN
0.01%
COM
ARKW
0.01%
WEB X.O ETF
XLP
0.01%
SBI CONS STPLS
FSIC
0.01%
COM
ATO
0.01%
COM
UNH
0.01%
COM
JKHY
0.01%
COM
PICB
0.01%
INTL CORP BD
MMM
0.01%
COM
DHS
< 0.01%
EQTY INC ETF
MXIM
< 0.01%
COM
MRK
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
FLR
< 0.01%
COM
CMCSA
< 0.01%
CL A
IHE
< 0.01%
U.S. PHARMA ETF
BKNG
< 0.01%
COM
ADP
< 0.01%
COM
IJS
< 0.01%
SP SMCP600VL ETF
IJT
< 0.01%
SP SMCP600GR ETF
IWF
< 0.01%
RUS 1000 GRW ETF
DTH
< 0.01%
DEFA EQT INC ETF
BMY
< 0.01%
COM
DRW
< 0.01%
GLB EX US RL EST
DON
< 0.01%
MIDCAP DIVI FD
VZ
< 0.01%
COM
GILD
< 0.01%
COM
COP
< 0.01%
COM
PSX
< 0.01%
COM
GWPH
< 0.01%
ADS
BAC
< 0.01%
COM
CBS
< 0.01%
CL B
FEZ
< 0.01%
EURO STOXX 50
BKLN
< 0.01%
SR LN ETF
CFFN
< 0.01%
COM
DLN
< 0.01%
LARGECAP DIVID
EES
< 0.01%
SMLCAP EARN FD
PRF
< 0.01%
FTSE RAFI 1000
DES
< 0.01%
SMALLCAP DIVID
JHS
< 0.01%
COM
CQP
< 0.01%
PRN
IWC
< 0.01%
MICRO-CAP ETF
HEWJ
< 0.01%
HDG MSCI JAPAN
PBCT
< 0.01%
COM
BLK
< 0.01%
COM
BIT
< 0.01%
COM
EPP
< 0.01%
MSCI PAC JP ETF
PSCF
< 0.01%
S&P SMLCP FINL
DLS
< 0.01%
INTL SMCAP DIV
PSCT
< 0.01%
S&P SMLCP INFO
IJK
< 0.01%
S&P MC 400GR ETF
VSS
< 0.01%
FTSE SMCAP ETF
NEM
< 0.01%
COM
OXY
< 0.01%
COM
SLB
< 0.01%
COM
APD
< 0.01%
COM
ICE
< 0.01%
COM
IJJ
< 0.01%
S&P MC 400VL ETF
FAM
< 0.01%
COM SHS
EAD
< 0.01%
COM SHS
WFC
< 0.01%
COM
PFF
< 0.01%
U.S. PFD STK ETF
GDX
< 0.01%
GOLD MINERS ETF
CDEV
< 0.01%
CL A
RJZ
< 0.01%
RG METAL ETN22
MTRN
< 0.01%
COM
CHGG
< 0.01%
COM
CB
< 0.01%
COM
ASML
< 0.01%
N Y REGISTRY SHS
KHC
< 0.01%
COM
REZI
< 0.01%
COM
GE
< 0.01%
COM
KMX
< 0.01%
COM
ETR
< 0.01%
COM
GHY
< 0.01%
COM
BGY
< 0.01%
COM BENE INTER
BTZ
< 0.01%
COM
BAX
< 0.01%
COM
AIG
< 0.01%
COM NEW
VIAB
< 0.01%
CL B
SNY
< 0.01%
SPONSORED ADR
PSCD
< 0.01%
S&P SMLCP DISC
ETW
< 0.01%
COM
EL
< 0.01%
CL A
CHW
< 0.01%
COM
FDS
< 0.01%
COM
CRH
< 0.01%
ADR
TOT
< 0.01%
SPONSORED ADR
GSK
< 0.01%
SPONSORED ADR
AXP
< 0.01%
COM
ZTS
< 0.01%
CL A
MXI
< 0.01%
GLOBAL MATER ETF
FOXA
< 0.01%
CL A
MGM
< 0.01%
COM
CTRL
< 0.01%
COM
VOX
< 0.01%
TELCOMM ETF
GWX
< 0.01%
S&P INTL SMLCP
UTX
< 0.01%
COM
MB
< 0.01%
COM CL A
ISRG
< 0.01%
COM NEW
BOE
< 0.01%
COM
STT
< 0.01%
COM
LIN
< 0.01%
COM
MGU
< 0.01%
COM
MGPI
< 0.01%
COM
GS
< 0.01%
COM
RDS/A
< 0.01%
SPONS ADR A
EWW
< 0.01%
MSCI MEX CAP ETF
UN
< 0.01%
N Y SHS NEW
HRS
< 0.01%
COM
SHW
< 0.01%
COM
TDS
< 0.01%
COM NEW
TSM
< 0.01%
SPONSORED ADR
DBE
< 0.01%
ENERGY FD
STZ
< 0.01%
CL A
MDT
< 0.01%
SHS
BK
< 0.01%
COM
AVNS
< 0.01%
COM
CDK
< 0.01%
COM
VRSK
< 0.01%
CL A
NVO
< 0.01%
ADR
O
< 0.01%
COM
ERJ
< 0.01%
SP ADR REP 4 COM
ETFC
< 0.01%
COM NEW
HMC
< 0.01%
AMERN SHS
ZEN
< 0.01%
COM
WP
< 0.01%
CL A
ALXN
< 0.01%
COM
GPN
< 0.01%
COM
CP
< 0.01%
COM
UBS
< 0.01%
SHS
CBOE
< 0.01%
COM
CNQ
< 0.01%
COM
EOG
< 0.01%
COM
RIO
< 0.01%
SPONSORED ADR
FIS
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
COF
< 0.01%
COM
MCK
< 0.01%
COM
MET
< 0.01%
COM
USA
< 0.01%
SH BEN INT
EWG
< 0.01%
MSCI GERMANY ETF
SCPB
< 0.01%
BARC SHT TR CP
RPAI
< 0.01%
PRN
PEY
< 0.01%
HIG YLD EQ DIV
PYPL
< 0.01%
COM
CIB
< 0.01%
SPON ADR PREF
HYB
< 0.01%
COM NEW
CHL
< 0.01%
SPONSORED ADR
NFJ
< 0.01%
COM
RJF
< 0.01%
COM
GTX
< 0.01%
COM
FSLR
< 0.01%
COM
FL
< 0.01%
COM
WM
< 0.01%
COM
MHK
< 0.01%
COM
LULU
< 0.01%
COM
WPP
< 0.01%
ADR
EVG
< 0.01%
COM
EVT
< 0.01%
COM
SLM
< 0.01%
COM
COO
< 0.01%
COM NEW
CSCO
< 0.01%
COM
AMAT
< 0.01%
COM
FANG
< 0.01%
COM
SPXL
< 0.01%
DRX S&P500BULL
DOCU
< 0.01%
COM
DWDP
< 0.01%
COM
WDAY
< 0.01%
CL A
EFG
< 0.01%
EAFE GRWTH ETF
TRU
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
AL
< 0.01%
CL A
JQC
< 0.01%
COM SHS
PAYC
< 0.01%
COM
ING
< 0.01%
SPONSORED ADR
VIV
< 0.01%
SPONSORED ADR
PBR
< 0.01%
SPONSORED ADR
ZMH
< 0.01%
COM
CRM
< 0.01%
COM
E
< 0.01%
SPONSORED ADR
GM
< 0.01%
COM
PSCI
< 0.01%
S&P SMLCP INDL
AVK
< 0.01%
COM
GLO
< 0.01%
SH BEN INT
PUW
< 0.01%
WILDERHL PRGRS
PRU
< 0.01%
COM
PHO
< 0.01%
WATER RES ETF
PBW
< 0.01%
WILDERHIL CLAN
JEC
< 0.01%
COM
CI
< 0.01%
COM
BCX
< 0.01%
SHS
CZR
< 0.01%
COM
EWU
< 0.01%
MSCI UK ETF NEW
CMI
< 0.01%
COM
SITE
< 0.01%
COM
ELLI
< 0.01%
COM
JPC
< 0.01%
COM
TI/A
< 0.01%
SPON ADR SVGS
TM
< 0.01%
SP ADR REP2COM
EFV
< 0.01%
EAFE VALUE ETF
PNC
< 0.01%
COM
EBAY
< 0.01%
COM
JRI
< 0.01%
COM
STI
< 0.01%
COM
XES
< 0.01%
OILGAS EQUIP
TEVA
< 0.01%
ADR
CS
< 0.01%
SPONSORED ADR
ANTM
< 0.01%
COM
HCA
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
SJI
< 0.01%
COM
PSCU
< 0.01%
S&P SMLCP UTIL
NXPI
< 0.01%
COM
XRX
< 0.01%
COM NEW
BIIB
< 0.01%
COM
JEF
< 0.01%
COM
BCS
< 0.01%
ADR
APA
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
BUD
< 0.01%
SPONSORED ADR
AMD
< 0.01%
COM
ATVI
< 0.01%
COM
FE
< 0.01%
COM
RYT
< 0.01%
S&P500 EQL TEC
GSKY
< 0.01%
CL A
ECC
< 0.01%
COM
EWM
< 0.01%
MSCI MLY ETF NEW
FGP
< 0.01%
PRN
RYH
< 0.01%
S&P500 EQL HLT
RP
< 0.01%
COM
QCOM
< 0.01%
COM
CUT
< 0.01%
MSCI GBL TIMBR
HPQ
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
HTZ
< 0.01%
COM
HPE
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
BGR
< 0.01%
COM
LQD
< 0.01%
IBOXX INV CP ETF
AMJ
< 0.01%
ALERIAN ML ETN
INTU
< 0.01%
COM
KMI
< 0.01%
COM
AMC
< 0.01%
CL A COM
SCHA
< 0.01%
US SML CAP ETF
ESGE
< 0.01%
MSCI EM ESG SE
IXUS
< 0.01%
CORE MSCITOTAL
PRSP
< 0.01%
COM
DXC
< 0.01%
COM
MGK
< 0.01%
MEGA GRWTH IND
ITOT
< 0.01%
CORE S&P TTL STK
FUL
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
SCHW
< 0.01%
COM
AET
0.6%
COM
HYD
0.09%
HIGH YLD MUN ETF
ANDV
0.08%
COM
ITM
0.04%
AMT FREE INT ETF
MUR
0.01%
COM
HP
0.01%
COM
MOMO
< 0.01%
ADR
FEP
< 0.01%
EUROPE ALPHA
VER
< 0.01%
PRN
ESRX
< 0.01%
COM
PX
< 0.01%
COM
MMC
< 0.01%
COM
A
< 0.01%
COM
TSS
< 0.01%
COM
ZION
< 0.01%
COM
MNST
< 0.01%
COM
MZOR
< 0.01%
SPONSORED ADS
SLV
< 0.01%
ISHARES
MT
< 0.01%
NY REGISTRY SH
PDCO
< 0.01%
COM
MCHP
< 0.01%
COM
UAL
< 0.01%
COM
AQB
< 0.01%
COM NEW
WYNN
< 0.01%
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