HedgeMind.com >  Institutional Portfolios >  KWMG LLC >  2017-12-31
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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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KWMG LLC

Time Period2017-12-31

Total Holdings111

Total Value ($x1000)332,058
Activities
New9

Increased65

Unchanged4

Decreased33

Sold Out3

Top 10 Stock Holdingstotal 42.4%
TIP6.74

IVW5.83

BSV5.75

IVE5.4

VEA5.27

 
BND5.17

VOT2.25

VOE2.19

VWO1.94

CSJ1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TIP
6.74%
TIPS BD ETF
IVW
5.83%
S&P 500 GRWT ETF
BSV
5.75%
SHORT TRM BOND
IVE
5.4%
S&P 500 VAL ETF
VEA
5.27%
FTSE DEV MKT ETF
BND
5.17%
TOTAL BND MRKT
VOT
2.25%
MCAP GR IDXVIP
VOE
2.19%
MCAP VL IDXVIP
VWO
1.94%
FTSE EMR MKT ETF
CSJ
1.86%
1-3 YR CR BD ETF
HYG
1.83%
IBOXX HI YD ETF
VCSH
1.74%
SHRT TRM CORP BD
VTI
1.71%
TOTAL STK MKT
VNQ
1.68%
REIT ETF
RJI
1.53%
ROG TTL ETN 22
BLV
1.4%
LONG TERM BOND
BIL
1.39%
SPDR BLOOMBERG
SHV
1.35%
SHRT TRS BD ETF
IVV
1.31%
CORE S&P500 ETF
DVY
1.3%
SELECT DIVID ETF
VO
1.06%
MID CAP ETF
IBND
0.98%
BRCLY INTL CRP
SDY
0.85%
S&P DIVID ETF
MUB
0.81%
NAT AMT FREE BD
JNJ
0.8%
COM
ABBV
0.78%
COM
VBK
0.76%
SML CP GRW ETF
VLO
0.76%
COM
VBR
0.74%
SM CP VAL ETF
IJR
0.74%
CORE S&P SCP ETF
SAFM
0.73%
COM
VXUS
0.73%
VG TL INTL STK F
NOC
0.71%
COM
HD
0.71%
COM
ROST
0.69%
COM
RTN
0.68%
COM NEW
AFL
0.68%
COM
LYB
0.67%
SHS - A -
AAL
0.67%
COM
KSS
0.66%
COM
CNI
0.65%
COM
HRB
0.63%
COM
AON
0.62%
SHS CL A
PEG
0.62%
COM
KR
0.62%
COM
ATR
0.61%
COM
TRV
0.61%
COM
MSI
0.61%
COM NEW
DAL
0.61%
COM NEW
CSL
0.6%
COM
AIZ
0.6%
COM
BA
0.6%
COM
AGG
0.59%
CORE TOTUSBD ETF
GLW
0.59%
COM
STIP
0.58%
0-5 YR TIPS ETF
PFE
0.58%
COM
FUL
0.58%
COM
GILD
0.57%
COM
PB
0.57%
COM
CAG
0.55%
COM
SHM
0.55%
NUVN BR SHT MUNI
T
0.54%
COM
KMB
0.54%
COM
STX
0.53%
SHS
JWN
0.52%
COM
TJX
0.51%
COM
SCG
0.5%
COM
IBM
0.5%
COM
AES
0.48%
COM
HOMB
0.48%
COM
KHC
0.46%
COM
XL
0.46%
COM
JNK
0.46%
BRC HGH YLD BD
ADM
0.46%
COM
CVS
0.44%
COM
IYR
0.44%
U.S. REAL ES ETF
PDCO
0.43%
COM
PCG
0.43%
COM
DBEF
0.42%
XTRAK MSCI EAFE
CAH
0.41%
COM
EIX
0.4%
COM
DOL
0.39%
INTL LRGCAP DV
CTL
0.35%
COM
UMBF
0.34%
COM
VGT
0.34%
INF TECH ETF
QQQ
0.33%
UNIT SER 1
SUB
0.28%
SHT NTLAMTFR ETF
PZA
0.26%
INSUR NATL MUN
IJH
0.21%
CORE S&P MCP ETF
VEU
0.21%
ALLWRLD EX US
IAU
0.18%
ISHARES
HYD
0.18%
HIGH YLD MUN ETF
VT
0.17%
TT WRLD ST ETF
IWM
0.16%
RUSSELL 2000 ETF
PG
0.14%
COM
HON
0.14%
COM
AAPL
0.14%
COM
HYMB
0.14%
NUV HGHYLD MUN
ITM
0.13%
AMT FREE INT ETF
VUG
0.12%
GROWTH ETF
PM
0.12%
COM
DEM
0.12%
EMERG MKTS ETF
CBSH
0.11%
COM
SPY
0.1%
TR UNIT
WBA
0.1%
COM
KO
0.09%
COM
QCOM
0.09%
COM
MO
0.09%
COM
PHB
0.08%
FDM HG YLD RAFI
SJNK
0.07%
SHT TRM HGH YLD
S
0.02%
COM SER 1
BIL
1.42%
BRCLYS 1-3MT ETF
WRK
0.62%
COM
MON
0.55%
COM