HedgeMind.com >  Institutional Portfolios >  KWMG LLC >  2018-06-30
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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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Large
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Small
Growth
86
19
23
3
10
2
56
17
15
KWMG LLC

Time Period2018-06-30

Total Holdings461

Total Value ($x1000)365,488
Activities
New353

Increased70

Unchanged8

Decreased30

Sold Out3

Top 10 Stock Holdingstotal 42.4%
TIP6.54

IVW6

VEA5.54

BSV5.5

IVE5.3

 
BND4.96

VOT2.41

VOE2.24

VWO2.09

HYG1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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TIP
6.54%
TIPS BD ETF
IVW
6%
S&P 500 GRWT ETF
VEA
5.54%
FTSE DEV MKT ETF
BSV
5.5%
SHORT TRM BOND
IVE
5.3%
S&P 500 VAL ETF
BND
4.96%
TOTAL BND MRKT
VOT
2.41%
MCAP GR IDXVIP
VOE
2.24%
MCAP VL IDXVIP
VWO
2.09%
FTSE EMR MKT ETF
HYG
1.82%
IBOXX HI YD ETF
VNQ
1.77%
REIT ETF
CSJ
1.71%
1-3 YR CR BD ETF
RJI
1.65%
ROG TTL ETN 22
VTI
1.58%
TOTAL STK MKT
VCSH
1.57%
SHRT TRM CORP BD
VLO
1.4%
COM
BLV
1.25%
LONG TERM BOND
IVV
1.12%
CORE S&P500 ETF
IJR
1.01%
CORE S&P SCP ETF
CVS
1%
COM
SHV
0.99%
SHRT TRS BD ETF
VO
0.96%
MID CAP ETF
IBND
0.88%
BRCLY INTL CRP
VBK
0.87%
SML CP GRW ETF
KSS
0.85%
COM
VBR
0.82%
SM CP VAL ETF
XL
0.76%
COM
MUB
0.75%
NAT AMT FREE BD
ROST
0.71%
COM
HD
0.71%
COM
STX
0.7%
SHS
TJX
0.69%
COM
JNJ
0.68%
COM
ANDV
0.68%
COM
RTN
0.67%
COM NEW
ATR
0.66%
COM
BA
0.66%
COM
LYB
0.66%
SHS - A -
PEG
0.66%
COM
CNI
0.65%
COM
AFL
0.64%
COM
KR
0.64%
COM
AIZ
0.64%
COM
BIL
0.63%
SPDR BLOOMBERG
AON
0.63%
SHS CL A
VXUS
0.62%
VG TL INTL STK F
JWN
0.62%
COM
PFE
0.59%
COM
AET
0.58%
COM
ADM
0.58%
COM
CSL
0.58%
COM
SEE
0.57%
COM
PB
0.57%
COM
SAFM
0.56%
COM
HRB
0.55%
COM
DAL
0.55%
COM NEW
TRV
0.55%
COM
DVY
0.55%
SELECT DIVID ETF
MPC
0.55%
COM
SCG
0.55%
COM
SHM
0.54%
NUVN BR SHT MUNI
JNPR
0.54%
COM
CAG
0.53%
COM
KMB
0.53%
COM
WBA
0.53%
COM
GLW
0.52%
COM
AGG
0.52%
CORE TOTUSBD ETF
HOMB
0.51%
COM
EIX
0.5%
COM
GIS
0.5%
COM
PCG
0.5%
COM
T
0.5%
COM
IBM
0.5%
COM
AAL
0.49%
COM
IJH
0.49%
CORE S&P MCP ETF
IP
0.48%
COM
CTL
0.48%
COM
STIP
0.46%
0-5 YR TIPS ETF
JNK
0.4%
BRC HGH YLD BD
CAH
0.4%
COM
IYR
0.39%
U.S. REAL ES ETF
DBEF
0.37%
XTRAK MSCI EAFE
UMBF
0.33%
COM
DOL
0.3%
INTL LRGCAP DV
QQQ
0.3%
UNIT SER 1
VGT
0.23%
INF TECH ETF
VEU
0.21%
ALLWRLD EX US
PZA
0.2%
NATL AMT MUNI
HYMB
0.19%
NUV HGHYLD MUN
SUB
0.16%
SHT NTLAMTFR ETF
IWM
0.15%
RUSSELL 2000 ETF
IAU
0.15%
ISHARES
VUG
0.14%
GROWTH ETF
VT
0.14%
TT WRLD ST ETF
AAPL
0.14%
COM
HON
0.12%
COM
PG
0.11%
COM
DEM
0.11%
EMERG MKTS ETF
HYD
0.1%
HIGH YLD MUN ETF
CBSH
0.1%
COM
MSI
0.09%
COM NEW
SPY
0.09%
TR UNIT
PM
0.08%
COM
KO
0.08%
COM
AES
0.07%
COM
PHB
0.07%
FNDMNTL HY CRP
SJNK
0.07%
SHT TRM HGH YLD
MO
0.06%
COM
IEFA
0.04%
CORE MSCI EAFE
JPM
0.04%
COM
LOW
0.04%
COM
XLF
0.04%
SBI INT-FINL
VB
0.04%
SMALL CP ETF
DBC
0.04%
UNIT
ITM
0.04%
AMT FREE INT ETF
EEM
0.04%
MSCI EMG MKT ETF
FUL
0.03%
COM
ABBV
0.03%
COM
XLB
0.03%
SBI MATERIALS
AMGN
0.03%
COM
TXN
0.03%
COM
CASY
0.03%
COM
NVDA
0.03%
COM
XOM
0.03%
COM
TWTR
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
NOC
0.03%
COM
DJP
0.03%
DJUBS CMDT ETN36
CVX
0.02%
COM
SDY
0.02%
S&P DIVID ETF
SCPB
0.02%
BARC SHT TR CP
VTV
0.02%
VALUE ETF
INTC
0.02%
COM
PEP
0.02%
COM
CERN
0.02%
COM
MSFT
0.02%
COM
UNP
0.02%
COM
GLD
0.02%
GOLD SHS
VIG
0.02%
DIV APP ETF
ADBE
0.02%
COM
DE
0.02%
COM
CAT
0.02%
COM
USB
0.02%
COM NEW
BRK.B
0.02%
CL B NEW
VOO
0.02%
SHS
FB
0.02%
CL A
EFA
0.02%
MSCI EAFE ETF
BABA
0.02%
SPONSORED ADS
GOOGL
0.02%
CAP STK CL A
CSQ
0.02%
COM SH BEN INT
XLY
0.02%
SBI CONS DISCR
XLE
0.02%
SBI INT-ENERGY
NFLX
0.02%
COM
MTRN
0.02%
COM
S
0.02%
COM SER 1
JPG
0.02%
COM
VYM
0.01%
HIGH DIV YLD
SYMC
0.01%
COM
MCD
0.01%
COM
ABT
0.01%
COM
CF
0.01%
COM
PCY
0.01%
EMRNG MKT SVRG
APTI
0.01%
CL A
XLI
0.01%
SBI INT-INDS
ELD
0.01%
EM LCL DEBT FD
GWPH
0.01%
ADS
IWD
0.01%
RUS 1000 VAL ETF
NOV
0.01%
COM
MUR
0.01%
COM
GE
0.01%
COM
GOOG
0.01%
CAP STK CL C
CTRL
0.01%
COM
RIG
0.01%
REG SHS
JPZ
0.01%
COM
SBUX
0.01%
COM
LMT
0.01%
COM
CII
0.01%
COM
CNQ
0.01%
COM
ITW
0.01%
COM
USG
0.01%
COM NEW
AMZN
0.01%
COM
XLK
0.01%
TECHNOLOGY
NKE
0.01%
CL B
SRI
0.01%
COM
FANG
0.01%
COM
DKS
0.01%
COM
UPRO
0.01%
ULTRPRO S&P500
ETY
0.01%
COM
MB
0.01%
COM CL A
KBE
0.01%
S&P BK ETF
CHGG
0.01%
COM
LNN
0.01%
COM
CL
0.01%
COM
PSCH
0.01%
S&P SMLCP HELT
BP
0.01%
SPONSORED ADR
HP
0.01%
COM
GILD
0.01%
COM
LH
0.01%
COM NEW
DIS
0.01%
COM DISNEY
V
0.01%
COM CL A
JGH
0.01%
SHS
MDLZ
0.01%
CL A
TSLA
0.01%
COM
FLR
0.01%
COM
EMR
0.01%
COM
SLB
0.01%
COM
IWF
0.01%
RUS 1000 GRW ETF
RMD
0.01%
COM
SITE
0.01%
COM
MLN
0.01%
AMT FREE LONG MU
WRK
0.01%
COM
ZTS
0.01%
CL A
XLP
0.01%
SBI CONS STPLS
IBB
0.01%
NASDQ BIOTEC ETF
UNH
0.01%
COM
JKHY
0.01%
COM
MXIM
0.01%
COM
BKNG
0.01%
COM
CBS
0.01%
CL B
ULTA
0.01%
COM
DHS
0.01%
EQTY INC ETF
CMCSA
0.01%
CL A
DTH
0.01%
DEFA EQT INC ETF
ATO
0.01%
COM
MMM
0.01%
COM
IHE
< 0.01%
U.S. PHARMA ETF
KHC
< 0.01%
COM
COP
< 0.01%
COM
DRW
< 0.01%
GLB EX US RL EST
ADP
< 0.01%
COM
FEZ
< 0.01%
EURO STOXX 50
BMY
< 0.01%
COM
PSX
< 0.01%
COM
CDEV
< 0.01%
CL A
BAC
< 0.01%
COM
MA
< 0.01%
CL A
WMT
< 0.01%
COM
EES
< 0.01%
SMLCAP EARN FD
NEM
< 0.01%
COM
MEOH
< 0.01%
COM
PBCT
< 0.01%
COM
PSCF
< 0.01%
S&P SMLCP FINL
PFF
< 0.01%
U.S. PFD STK ETF
C
< 0.01%
COM NEW
CFFN
< 0.01%
COM
BLK
< 0.01%
COM
DLS
< 0.01%
INTL SMCAP DIV
MRK
< 0.01%
COM
OXY
< 0.01%
COM
BKLN
< 0.01%
SR LN ETF
PRF
< 0.01%
FTSE RAFI 1000
EPP
< 0.01%
MSCI PAC JP ETF
JHS
< 0.01%
COM
DON
< 0.01%
MIDCAP DIVI FD
STT
< 0.01%
COM
VSS
< 0.01%
FTSE SMCAP ETF
BIT
< 0.01%
COM
IJT
< 0.01%
SP SMCP600GR ETF
CHW
< 0.01%
COM
ICE
< 0.01%
COM
WFC
< 0.01%
COM
CQP
< 0.01%
PRN
PSCT
< 0.01%
S&P SMLCP INFO
BGY
< 0.01%
COM BENE INTER
EAD
< 0.01%
COM SHS
VZ
< 0.01%
COM
IJS
< 0.01%
SP SMCP600VL ETF
FAM
< 0.01%
COM SHS
RJZ
< 0.01%
RG METAL ETN22
IWC
< 0.01%
MICRO-CAP ETF
EVRG
< 0.01%
COM
GHY
< 0.01%
COM
STZ
< 0.01%
CL A
BTZ
< 0.01%
COM
VIAB
< 0.01%
CL B
GDX
< 0.01%
GOLD MINERS ETF
ETW
< 0.01%
COM
PICB
< 0.01%
INTL CORP BD
CB
< 0.01%
COM
ESRX
< 0.01%
COM
PSCD
< 0.01%
S&P SMLCP DISC
MXI
< 0.01%
GLOBAL MATER ETF
IJK
< 0.01%
S&P MC 400GR ETF
EL
< 0.01%
CL A
AIG
< 0.01%
COM NEW
PEY
< 0.01%
HIG YLD EQ DIV
TOT
< 0.01%
SPONSORED ADR
IJJ
< 0.01%
S&P MC 400VL ETF
TDS
< 0.01%
COM NEW
FGP
< 0.01%
PRN
BAX
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
MGU
< 0.01%
COM
ETR
< 0.01%
COM
APD
< 0.01%
COM
DES
< 0.01%
SMALLCAP DIVID
DBE
< 0.01%
ENERGY FD
IQV
< 0.01%
COM
UTX
< 0.01%
COM
FOXA
< 0.01%
CL A
KMX
< 0.01%
COM
SNY
< 0.01%
SPONSORED ADR
GWX
< 0.01%
S&P INTL SMLCP
AXP
< 0.01%
COM
BOE
< 0.01%
COM
CDK
< 0.01%
COM
FDS
< 0.01%
COM
VOX
< 0.01%
TELCOMM ETF
VER
< 0.01%
PRN
QCOM
< 0.01%
COM
EOG
< 0.01%
COM
BK
< 0.01%
COM
ABC
< 0.01%
COM
RDS/A
< 0.01%
SPONS ADR A
ERJ
< 0.01%
SP ADR REP 4 COM
HYH
< 0.01%
COM
CRH
< 0.01%
ADR
CBOE
< 0.01%
COM
ISRG
< 0.01%
COM NEW
ORLY
< 0.01%
COM
ASML
< 0.01%
N Y REGISTRY SHS
ENB
< 0.01%
COM
PBR
< 0.01%
SPONSORED ADR
EWW
< 0.01%
MSCI MEX CAP ETF
MHK
< 0.01%
COM
PX
< 0.01%
COM
TSM
< 0.01%
SPONSORED ADR
EWG
< 0.01%
MSCI GERMANY ETF
DWDP
< 0.01%
COM
FIS
< 0.01%
COM
NVO
< 0.01%
ADR
SIVR
< 0.01%
SILVER SHS
VTR
< 0.01%
PRN
UN
< 0.01%
N Y SHS NEW
GS
< 0.01%
COM
USA
< 0.01%
SH BEN INT
RIO
< 0.01%
SPONSORED ADR
COF
< 0.01%
COM
MZOR
< 0.01%
SPONSORED ADS
ALXN
< 0.01%
COM
GPN
< 0.01%
COM
MET
< 0.01%
COM
UAL
< 0.01%
COM
EVT
< 0.01%
COM
SLV
< 0.01%
ISHARES
MGM
< 0.01%
COM
UBS
< 0.01%
SHS
IEMG
< 0.01%
CORE MSCI EMKT
ATGE
< 0.01%
COM
E
< 0.01%
SPONSORED ADR
ABB
< 0.01%
SPONSORED ADR
CP
< 0.01%
COM
CIB
< 0.01%
SPON ADR PREF
CZR
< 0.01%
COM
ELLI
< 0.01%
COM
FSLR
< 0.01%
COM
JQC
< 0.01%
COM SHS
BUD
< 0.01%
SPONSORED ADR
A
< 0.01%
COM
XES
< 0.01%
OILGAS EQUIP
ING
< 0.01%
SPONSORED ADR
SLM
< 0.01%
COM
O
< 0.01%
COM
HMC
< 0.01%
AMERN SHS
WPP
< 0.01%
ADR
TRU
< 0.01%
COM
VRSK
< 0.01%
CL A
MCK
< 0.01%
COM
HYB
< 0.01%
COM NEW
NOK
< 0.01%
SPONSORED ADR
MMC
< 0.01%
COM
ZMH
< 0.01%
COM
HRS
< 0.01%
COM
CSCO
< 0.01%
COM
NFJ
< 0.01%
COM
JPC
< 0.01%
COM
CHL
< 0.01%
SPONSORED ADR
HUM
< 0.01%
COM
MNST
< 0.01%
COM
AVGO
< 0.01%
COM
AL
< 0.01%
CL A
PSCI
< 0.01%
S&P SMLCP INDL
ZION
< 0.01%
COM
ATVI
< 0.01%
COM
PBW
< 0.01%
WILDERHIL CLAN
WDAY
< 0.01%
CL A
JRI
< 0.01%
COM
GLO
< 0.01%
SH BEN INT
FL
< 0.01%
COM
TI/A
< 0.01%
SPON ADR SVGS
AMAT
< 0.01%
COM
CRM
< 0.01%
COM
ETFC
< 0.01%
COM NEW
SJI
< 0.01%
COM
SHW
< 0.01%
COM
WCN
< 0.01%
COM
EVG
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
GM
< 0.01%
COM
CMP
< 0.01%
COM
RDN
< 0.01%
COM
COO
< 0.01%
COM NEW
HAL
< 0.01%
COM
CS
< 0.01%
SPONSORED ADR
TSS
< 0.01%
COM
AMG
< 0.01%
COM
PUW
< 0.01%
WILDERHL PRGRS
LCM
< 0.01%
COM
APA
< 0.01%
COM
ESLT
< 0.01%
ORD
XRX
< 0.01%
COM NEW
BCS
< 0.01%
ADR
ANTM
< 0.01%
COM
MT
< 0.01%
NY REGISTRY SH
EBAY
< 0.01%
COM
RP
< 0.01%
COM
HCA
< 0.01%
COM
PNC
< 0.01%
COM
PHO
< 0.01%
WATER RES ETF
RYT
< 0.01%
S&P500 EQL TEC
ERIC
< 0.01%
ADR B SEK 10
HBC
< 0.01%
SPON ADR NEW
PSCU
< 0.01%
S&P SMLCP UTIL
PRU
< 0.01%
COM
EWU
< 0.01%
MSCI UK ETF NEW
JEF
< 0.01%
COM
TM
< 0.01%
SP ADR REP2COM
CMI
< 0.01%
COM
PDCO
< 0.01%
COM
VIV
< 0.01%
SPONSORED ADR
BCX
< 0.01%
SHS
WYNN
< 0.01%
COM
RYH
< 0.01%
S&P500 EQL HLT
EWM
< 0.01%
MSCI MLY ETF NEW
HTZ
< 0.01%
COM
PAYC
< 0.01%
COM
MCHP
< 0.01%
COM
BGR
< 0.01%
COM
SPXL
< 0.01%
DRX S&P500BULL
RGA
< 0.01%
COM NEW
ECC
< 0.01%
COM
FE
< 0.01%
COM
HPE
< 0.01%
COM
AMD
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
FMC
< 0.01%
COM NEW
F
< 0.01%
COM PAR $0.01
HPQ
< 0.01%
COM
INTU
< 0.01%
COM
BHF
< 0.01%
COM
KMI
< 0.01%
COM
ESGE
< 0.01%
MSCI EM ESG SE
AMC
< 0.01%
CL A COM
MGK
< 0.01%
MEGA GRWTH IND
IXUS
< 0.01%
CORE MSCITOTAL
MFGP
< 0.01%
SPON ADR NEW
DXC
< 0.01%
COM
SCHA
< 0.01%
US SML CAP ETF
ISCF
< 0.01%
MSCI INT SMLCP
PRSP
< 0.01%
COM
SCHW
< 0.01%
COM
QQQ
0.31%
UNIT SER 1
PZA
0.24%
INSUR NATL MUN
PHB
0.08%
FDM HG YLD RAFI