HedgeMind.com >  Institutional Portfolios >  KWMG LLC >  2019-03-31
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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
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48
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14
KWMG LLC

Time Period2019-03-31

Total Holdings462

Total Value ($x1000)403,248
Activities
New32

Increased101

Unchanged217

Decreased112

Sold Out41

Top 10 Stock Holdingstotal 43.69%
IVW6.51

TIP6.23

IVE6.11

BSV5.42

VEA5.4

 
BND5.12

VOT2.56

VOE2.25

VWO2.15

HYG1.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVW
6.51%
S&P 500 GRWT ETF
TIP
6.23%
TIPS BD ETF
IVE
6.11%
S&P 500 VAL ETF
BSV
5.42%
SHORT TRM BOND
VEA
5.4%
FTSE DEV MKT ETF
BND
5.12%
TOTAL BND MRKT
VOT
2.56%
MCAP GR IDXVIP
VOE
2.25%
MCAP VL IDXVIP
VWO
2.15%
FTSE EMR MKT ETF
HYG
1.94%
IBOXX HI YD ETF
RJI
1.87%
ROG TTL ETN 22
VNQ
1.84%
REIT ETF
VIG
1.76%
DIV APP ETF
CSJ
1.58%
1-3 YR CR BD ETF
VCSH
1.5%
SHRT TRM CORP BD
BLV
1.34%
LONG TERM BOND
SHV
1.27%
SHRT TRS BD ETF
BIL
1.19%
SPDR BLOOMBERG
WBA
1.12%
COM
VLO
1.07%
COM
CAH
1.05%
COM
VBK
0.93%
SML CP GRW ETF
VO
0.91%
MID CAP ETF
IBND
0.89%
BRCLY INTL CRP
VBR
0.84%
SM CP VAL ETF
IJR
0.79%
CORE S&P SCP ETF
AON
0.69%
SHS CL A
STIP
0.68%
0-5 YR TIPS ETF
CNI
0.68%
COM
TJX
0.68%
COM
ROST
0.67%
COM
AFL
0.67%
COM
LRCX
0.67%
COM
BA
0.65%
COM
KMB
0.65%
COM
STX
0.65%
SHS
PFE
0.64%
COM
SEE
0.64%
COM
MO
0.64%
COM
ROK
0.64%
COM
TRV
0.63%
COM
VTI
0.63%
TOTAL STK MKT
HD
0.63%
COM
RTN
0.63%
COM NEW
DVY
0.61%
SELECT DIVID ETF
CSL
0.61%
COM
GLW
0.61%
COM
NFG
0.61%
COM
PB
0.61%
COM
KSS
0.6%
COM
IBM
0.6%
COM
DAL
0.58%
COM NEW
JNPR
0.57%
COM
BEN
0.56%
COM
WHR
0.56%
COM
KR
0.56%
COM
DVN
0.56%
COM
HOMB
0.55%
COM
CTL
0.55%
COM
JWN
0.55%
COM
T
0.54%
COM
AAL
0.54%
COM
LB
0.54%
COM
CAG
0.53%
COM
WRK
0.53%
COM
EIX
0.53%
COM
LYB
0.53%
SHS - A -
IP
0.53%
COM
MPC
0.52%
COM
VXUS
0.52%
VG TL INTL STK F
AGG
0.45%
CORE TOTUSBD ETF
SHM
0.45%
NUVN BR SHT MUNI
MUB
0.41%
NAT AMT FREE BD
IYR
0.41%
U.S. REAL ES ETF
IEFA
0.39%
CORE MSCI EAFE
IVV
0.38%
CORE S&P500 ETF
IJH
0.38%
CORE S&P MCP ETF
JNK
0.36%
BRC HGH YLD BD
DBEF
0.31%
XTRAK MSCI EAFE
SDY
0.31%
S&P DIVID ETF
ITM
0.3%
AMT FREE INT ETF
DOL
0.26%
INTL LRGCAP DV
VUG
0.25%
GROWTH ETF
UMBF
0.25%
COM
SUB
0.25%
SHT NTLAMTFR ETF
HYMB
0.22%
NUV HGHYLD MUN
VEU
0.21%
ALLWRLD EX US
JNJ
0.15%
COM
QQQ
0.14%
UNIT SER 1
AAPL
0.13%
COM
PG
0.12%
COM
HON
0.12%
COM
IWM
0.12%
RUSSELL 2000 ETF
PZA
0.11%
NATL AMT MUNI
DEM
0.09%
EMERG MKTS ETF
VB
0.09%
SMALL CP ETF
DJP
0.08%
DJUBS CMDT ETN36
IEMG
0.08%
CORE MSCI EMKT
PM
0.08%
COM
CBSH
0.08%
COM
XLB
0.08%
SBI MATERIALS
KO
0.08%
COM
SPY
0.07%
TR UNIT
ATR
0.07%
COM
VGT
0.07%
INF TECH ETF
C
0.06%
COM NEW
SJNK
0.06%
SHT TRM HGH YLD
VOO
0.06%
SHS
HYD
0.06%
HIGH YLD MUN ETF
PHB
0.05%
FNDMNTL HY CRP
D
0.05%
COM
SAFM
0.05%
COM
VT
0.05%
TT WRLD ST ETF
AIZ
0.05%
COM
CVS
0.05%
COM
LOW
0.04%
COM
ADM
0.04%
COM
EEM
0.04%
MSCI EMG MKT ETF
JPM
0.04%
COM
IPG
0.03%
COM
CASY
0.03%
COM
INTC
0.03%
COM
PEG
0.03%
COM
NVDA
0.03%
COM
XLF
0.03%
SBI INT-FINL
MLN
0.03%
AMT FREE LONG MU
AES
0.03%
COM
AMGN
0.03%
COM
XOM
0.03%
COM
MSI
0.03%
COM NEW
VTV
0.03%
VALUE ETF
FB
0.03%
CL A
TXN
0.02%
COM
VYM
0.02%
HIGH DIV YLD
ARES
0.02%
CL A COM STK
NFLX
0.02%
COM
MSFT
0.02%
COM
GOOGL
0.02%
CAP STK CL A
XLI
0.02%
SBI INT-INDS
GOOG
0.02%
CAP STK CL C
HUM
0.02%
COM
DBC
0.02%
UNIT
CVX
0.02%
COM
CWB
0.02%
BRC CNV SECS ETF
MA
0.02%
CL A
TWTR
0.02%
COM
PEP
0.02%
COM
IAU
0.02%
ISHARES
ABBV
0.02%
COM
MCD
0.02%
COM
PPA
0.02%
AEROSPACE DEFN
IXJ
0.02%
GLOB HLTHCRE ETF
CERN
0.02%
COM
CAT
0.02%
COM
XLY
0.02%
SBI CONS DISCR
XMLV
0.02%
S&P MIDCP LOW
NOBL
0.02%
S&P 500 ARISTO
USB
0.02%
COM NEW
V
0.02%
COM CL A
DE
0.02%
COM
ABT
0.02%
COM
GLD
0.02%
GOLD SHS
S
0.01%
COM SER 1
CSQ
0.01%
COM SH BEN INT
EFA
0.01%
MSCI EAFE ETF
KIE
0.01%
S&P INS ETF
ULTA
0.01%
COM
TEAM
0.01%
CL A
RXI
0.01%
GLB CNS DISC ETF
WWE
0.01%
CL A
JPG
0.01%
COM
PCY
0.01%
EMRNG MKT SVRG
IWD
0.01%
RUS 1000 VAL ETF
SCHF
0.01%
INTL EQTY ETF
IWR
0.01%
RUS MID-CAP ETF
BRK.B
0.01%
CL B NEW
AMZN
0.01%
COM
STNE
0.01%
COM CL A
PHM
0.01%
COM
UPRO
0.01%
ULTRPRO S&P500
AYI
0.01%
COM
PKW
0.01%
BUYBACK ACHIEV
VIRT
0.01%
CL A
IQV
0.01%
COM
JPZ
0.01%
COM
ORLY
0.01%
COM
CII
0.01%
COM
XSLV
0.01%
S&P SMLCP LOW
XLK
0.01%
TECHNOLOGY
USG
0.01%
COM NEW
NKE
0.01%
CL B
CL
0.01%
COM
MDLZ
0.01%
CL A
PID
0.01%
INTL DIVI ACHI
DIS
0.01%
COM DISNEY
SCHB
0.01%
US BRD MKT ETF
EVRG
0.01%
COM
KNOW
0.01%
ALL CP INSIDER
CSM
0.01%
PSHS LC COR PLUS
LH
0.01%
COM NEW
ELD
0.01%
EM LCL DEBT FD
SBUX
0.01%
COM
JGH
0.01%
SHS
UNP
0.01%
COM
KBE
0.01%
S&P BK ETF
PSCH
0.01%
S&P SMLCP HELT
XLV
0.01%
SBI HEALTHCARE
CMCSA
0.01%
CL A
CRL
0.01%
COM
EMR
0.01%
COM
WMT
0.01%
COM
FSIC
0.01%
COM
BABA
0.01%
SPONSORED ADS
SCHG
0.01%
US LCAP GR ETF
XLP
0.01%
SBI CONS STPLS
HRB
0.01%
COM
JKHY
0.01%
COM
ATO
0.01%
COM
ETY
0.01%
COM
MRK
0.01%
COM
GWPH
0.01%
ADS
ADP
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
SCHV
< 0.01%
US LCAP VA ETF
UNH
< 0.01%
COM
MMM
< 0.01%
COM
PICB
< 0.01%
INTL CORP BD
TSLA
< 0.01%
COM
NOC
< 0.01%
COM
IHE
< 0.01%
U.S. PHARMA ETF
BP
< 0.01%
SPONSORED ADR
MXIM
< 0.01%
COM
IWF
< 0.01%
RUS 1000 GRW ETF
IJS
< 0.01%
SP SMCP600VL ETF
DON
< 0.01%
MIDCAP DIVI FD
IJT
< 0.01%
SP SMCP600GR ETF
PSX
< 0.01%
COM
CBS
< 0.01%
CL B
BKNG
< 0.01%
COM
SCHH
< 0.01%
US REIT ETF
VZ
< 0.01%
COM
COP
< 0.01%
COM
FEZ
< 0.01%
EURO STOXX 50
JHS
< 0.01%
COM
DLN
< 0.01%
LARGECAP DIVID
BMY
< 0.01%
COM
EES
< 0.01%
SMLCAP EARN FD
ADBE
< 0.01%
COM
CQP
< 0.01%
PRN
CFFN
< 0.01%
COM
DES
< 0.01%
SMALLCAP DIVID
CHGG
< 0.01%
COM
IWC
< 0.01%
MICRO-CAP ETF
PRF
< 0.01%
FTSE RAFI 1000
PSCF
< 0.01%
S&P SMLCP FINL
ASML
< 0.01%
N Y REGISTRY SHS
GE
< 0.01%
COM
IJK
< 0.01%
S&P MC 400GR ETF
BLK
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
IJJ
< 0.01%
S&P MC 400VL ETF
DLS
< 0.01%
INTL SMCAP DIV
APD
< 0.01%
COM
BKLN
< 0.01%
SR LN ETF
BIT
< 0.01%
COM
BAX
< 0.01%
COM
STT
< 0.01%
COM
RJZ
< 0.01%
RG METAL ETN22
EAD
< 0.01%
COM SHS
CB
< 0.01%
COM
PSCT
< 0.01%
S&P SMLCP INFO
VSS
< 0.01%
FTSE SMCAP ETF
FAM
< 0.01%
COM SHS
BAC
< 0.01%
COM
GDX
< 0.01%
GOLD MINERS ETF
OXY
< 0.01%
COM
ICE
< 0.01%
COM
BGY
< 0.01%
COM BENE INTER
BTZ
< 0.01%
COM
GHY
< 0.01%
COM
CHW
< 0.01%
COM
PFF
< 0.01%
U.S. PFD STK ETF
ETR
< 0.01%
COM
NEM
< 0.01%
COM
FDS
< 0.01%
COM
VIAB
< 0.01%
CL B
REZI
< 0.01%
COM
EL
< 0.01%
CL A
TOT
< 0.01%
SPONSORED ADR
GSK
< 0.01%
SPONSORED ADR
SNY
< 0.01%
SPONSORED ADR
MGPI
< 0.01%
COM
CRH
< 0.01%
ADR
CDEV
< 0.01%
CL A
MGU
< 0.01%
COM
KMX
< 0.01%
COM
MXI
< 0.01%
GLOBAL MATER ETF
ISRG
< 0.01%
COM NEW
UTX
< 0.01%
COM
TSM
< 0.01%
SPONSORED ADR
ETW
< 0.01%
COM
AXP
< 0.01%
COM
PSCD
< 0.01%
S&P SMLCP DISC
DKS
< 0.01%
COM
BOE
< 0.01%
COM
LIN
< 0.01%
COM
O
< 0.01%
COM
CDK
< 0.01%
COM
HRS
< 0.01%
COM
GWX
< 0.01%
S&P INTL SMLCP
MDT
< 0.01%
SHS
NVO
< 0.01%
ADR
GPN
< 0.01%
COM
WFC
< 0.01%
COM
ITW
< 0.01%
COM
ALXN
< 0.01%
COM
KHC
< 0.01%
COM
ZEN
< 0.01%
COM
CBOE
< 0.01%
COM
BK
< 0.01%
COM
EWW
< 0.01%
MSCI MEX CAP ETF
VRSK
< 0.01%
CL A
USA
< 0.01%
SH BEN INT
MGM
< 0.01%
COM
MTRN
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
PYPL
< 0.01%
COM
MCK
< 0.01%
COM
STZ
< 0.01%
CL A
ERJ
< 0.01%
SP ADR REP 4 COM
FIS
< 0.01%
COM
PRU
< 0.01%
COM
RIO
< 0.01%
SPONSORED ADR
RDS/A
< 0.01%
SPONS ADR A
MET
< 0.01%
COM
CNQ
< 0.01%
COM
ZMH
< 0.01%
COM
AMAT
< 0.01%
COM
AIG
< 0.01%
COM NEW
HMC
< 0.01%
AMERN SHS
WM
< 0.01%
COM
DOCU
< 0.01%
COM
UBS
< 0.01%
SHS
EWG
< 0.01%
MSCI GERMANY ETF
EVT
< 0.01%
COM
COO
< 0.01%
COM NEW
NOK
< 0.01%
SPONSORED ADR
E
< 0.01%
SPONSORED ADR
JQC
< 0.01%
COM SHS
EFG
< 0.01%
EAFE GRWTH ETF
GS
< 0.01%
COM
LULU
< 0.01%
COM
SPGI
< 0.01%
COM
RPAI
< 0.01%
PRN
FL
< 0.01%
COM
CP
< 0.01%
COM
FSLR
< 0.01%
COM
SPXL
< 0.01%
DRX S&P500BULL
CRM
< 0.01%
COM
CIB
< 0.01%
SPON ADR PREF
VOX
< 0.01%
TELCOMM ETF
CSCO
< 0.01%
COM
TRU
< 0.01%
COM
AVNS
< 0.01%
COM
PBR
< 0.01%
SPONSORED ADR
RCL
< 0.01%
COM
WPP
< 0.01%
ADR
XRX
< 0.01%
COM NEW
VIV
< 0.01%
SPONSORED ADR
PSCI
< 0.01%
S&P SMLCP INDL
GLO
< 0.01%
SH BEN INT
CMI
< 0.01%
COM
HYB
< 0.01%
COM NEW
EVG
< 0.01%
COM
FGP
< 0.01%
PRN
JEC
< 0.01%
COM
GTX
< 0.01%
COM
GM
< 0.01%
COM
EFV
< 0.01%
EAFE VALUE ETF
JPC
< 0.01%
COM
PBW
< 0.01%
WILDERHIL CLAN
PHO
< 0.01%
WATER RES ETF
PEY
< 0.01%
HIG YLD EQ DIV
CHL
< 0.01%
SPONSORED ADR
JRI
< 0.01%
COM
CZR
< 0.01%
COM
SHW
< 0.01%
COM
NFJ
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
ANTM
< 0.01%
COM
AL
< 0.01%
CL A
ABB
< 0.01%
SPONSORED ADR
SJI
< 0.01%
COM
LMT
< 0.01%
COM
NXPI
< 0.01%
COM
RYT
< 0.01%
S&P500 EQL TEC
AVK
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
CUT
< 0.01%
MSCI GBL TIMBR
ETFC
< 0.01%
COM NEW
HCA
< 0.01%
COM
CI
< 0.01%
COM
CS
< 0.01%
SPONSORED ADR
BCX
< 0.01%
SHS
WDAY
< 0.01%
CL A
EBAY
< 0.01%
COM
RP
< 0.01%
COM
FE
< 0.01%
COM
GILD
< 0.01%
COM
PSCU
< 0.01%
S&P SMLCP UTIL
RYH
< 0.01%
S&P500 EQL HLT
TEVA
< 0.01%
ADR
LQD
< 0.01%
IBOXX INV CP ETF
PNC
< 0.01%
COM
XES
< 0.01%
OILGAS EQUIP
TI/A
< 0.01%
SPON ADR SVGS
EWU
< 0.01%
MSCI UK ETF NEW
TM
< 0.01%
SP ADR REP2COM
BGR
< 0.01%
COM
JEF
< 0.01%
COM
NSC
< 0.01%
COM
ECC
< 0.01%
COM
AAON
< 0.01%
COM PAR $0.004
FOXAV
< 0.01%
CL A COM
DBE
< 0.01%
ENERGY FD
BCS
< 0.01%
ADR
SITE
< 0.01%
COM
EWM
< 0.01%
MSCI MLY ETF NEW
AMD
< 0.01%
COM
ATVI
< 0.01%
COM
APA
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
IEI
< 0.01%
3-7 YR TR BD ETF
UPS
< 0.01%
CL B
RLI
< 0.01%
COM
SLM
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
WP
< 0.01%
CL A
BIIB
< 0.01%
COM
CORE
< 0.01%
COM
HPE
< 0.01%
COM
INTU
< 0.01%
COM
MGK
< 0.01%
MEGA GRWTH IND
F
< 0.01%
COM PAR $0.01
BNDX
< 0.01%
INTL BD IDX ETF
ACB
< 0.01%
COM
NWE
< 0.01%
COM NEW
HPQ
< 0.01%
COM
EMB
< 0.01%
JP MOR EM MK ETF
AMC
< 0.01%
CL A COM
ITOT
< 0.01%
CORE S&P TTL STK
ES
< 0.01%
COM
SCHW
< 0.01%
COM
VWOB
< 0.01%
EMERG MKT BD ETF
IXUS
< 0.01%
CORE MSCITOTAL
VTIP
< 0.01%
STRM INFPROIDX
ESGE
< 0.01%
MSCI EM ESG SE
WAB
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
DXC
< 0.01%
COM
PRSP
< 0.01%
COM
SCHA
< 0.01%
US SML CAP ETF
SCG
0.64%
COM
PCG
0.51%
COM
VFH
0.02%
FINANCIALS ETF
RMD
0.02%
COM
MAIN
0.02%
COM
LTHM
0.02%
COM
KRE
0.01%
S&P REGL BKG
APTI
0.01%
CL A
ARKW
0.01%
WEB X.O ETF
LNN
0.01%
COM
DHS
< 0.01%
EQTY INC ETF
DTH
< 0.01%
DEFA EQT INC ETF
FLR
< 0.01%
COM
DRW
< 0.01%
GLB EX US RL EST
HEWJ
< 0.01%
HDG MSCI JAPAN
EPP
< 0.01%
MSCI PAC JP ETF
PBCT
< 0.01%
COM
SLB
< 0.01%
COM
ZTS
< 0.01%
CL A
FOXA
< 0.01%
CL A
MB
< 0.01%
COM CL A
CTRL
< 0.01%
COM
TDS
< 0.01%
COM NEW
COF
< 0.01%
COM
EOG
< 0.01%
COM
SCPB
< 0.01%
BARC SHT TR CP
DWDP
< 0.01%
COM
FANG
< 0.01%
COM
ING
< 0.01%
SPONSORED ADR
RJF
< 0.01%
COM
PAYC
< 0.01%
COM
MHK
< 0.01%
COM
PUW
< 0.01%
WILDERHL PRGRS
STI
< 0.01%
COM
ELLI
< 0.01%
COM
QCOM
< 0.01%
COM
GSKY
< 0.01%
CL A
HTZ
< 0.01%
COM
AMJ
< 0.01%
ALERIAN ML ETN
KMI
< 0.01%
COM
FUL
< 0.01%
COM