HedgeMind.com >  Institutional Portfolios >  NWAM LLC >  2019-06-30
Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
55
6
9
2
7
2
46
6
6
NWAM LLC

Time Period2019-06-30

Total Holdings380

Total Value ($x1000)502,327
Activities
New36

Increased157

Unchanged69

Decreased118

Sold Out12

Top 10 Stock Holdingstotal 27.03%
MSFT7.54

VTV2.96

VUG2.9

AAPL2.37

QQQ2.09

 
BA2.02

BTZ1.83

IVV1.8

VNQ1.77

IWD1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
7.54%
COM
VTV
2.96%
VALUE ETF
VUG
2.9%
GROWTH ETF
AAPL
2.37%
COM
QQQ
2.09%
UNIT SER 1
BA
2.02%
COM
BTZ
1.83%
COM
IVV
1.8%
CORE S&P500 ETF
VNQ
1.77%
REIT ETF
IWD
1.75%
RUS 1000 VAL ETF
BRK.B
1.56%
CL B NEW
AMZN
1.54%
COM
SBUX
1.48%
COM
BND
1.46%
TOTAL BND MRKT
IWF
1.33%
RUS 1000 GRW ETF
USB
1.33%
COM NEW
FLC
1.27%
COM
VB
1.12%
SMALL CP ETF
BSV
1.1%
SHORT TRM BOND
RSP
1.09%
S&P500 EQL WGT
VYM
1.02%
HIGH DIV YLD
IJH
1.02%
CORE S&P MCP ETF
COST
1.01%
COM
VEA
0.91%
FTSE DEV MKT ETF
VV
0.81%
LARGE CAP ETF
CVX
0.7%
COM
IJR
0.69%
CORE S&P SCP ETF
VO
0.67%
MID CAP ETF
AGG
0.66%
CORE TOTUSBD ETF
PG
0.65%
COM
FFC
0.62%
COM
VIG
0.62%
DIV APP ETF
NRZ
0.61%
COM NEW
ERC
0.6%
COM SHS
VOT
0.59%
MCAP GR IDXVIP
IWM
0.58%
RUSSELL 2000 ETF
JNJ
0.58%
COM
PFE
0.54%
COM
SDY
0.52%
S&P DIVID ETF
IGV
0.51%
NA TEC-SFTWR ETF
VWO
0.49%
FTSE EMR MKT ETF
INTC
0.49%
COM
BNDX
0.48%
INTL BD IDX ETF
USMV
0.48%
USA MIN VOL ETF
GOOG
0.47%
CAP STK CL C
SLYV
0.46%
S&P 600 SMCP VAL
SPY
0.46%
TR UNIT
GOOGL
0.45%
CAP STK CL A
VZ
0.45%
COM
PCAR
0.44%
COM
VEU
0.44%
ALLWRLD EX US
DVY
0.44%
SELECT DIVID ETF
XOM
0.43%
COM
PTH
0.42%
DWA HEALTHCARE
CSCO
0.42%
COM
T
0.41%
COM
FTA
0.41%
COM SHS
JPM
0.41%
COM
HFWA
0.4%
COM
VBR
0.4%
SM CP VAL ETF
FB
0.4%
CL A
MDY
0.4%
UTSER1 S&PDCRP
VGK
0.39%
FTSE EUROPE ETF
EEM
0.37%
MSCI EMG MKT ETF
VCSH
0.36%
SHRT TRM CORP BD
IWO
0.35%
RUS 2000 GRW ETF
IJS
0.35%
SP SMCP600VL ETF
XLY
0.35%
SBI CONS DISCR
TAN
0.34%
SOLAR ETF
VTI
0.34%
TOTAL STK MKT
ITOT
0.34%
CORE S&P TTL STK
IEMG
0.34%
CORE MSCI EMKT
BAC
0.33%
COM
IWP
0.33%
RUS MD CP GR ETF
JRI
0.33%
COM
BABA
0.32%
SPONSORED ADS
PEP
0.32%
COM
AADR
0.31%
BNY GRWTH ADR
TIP
0.31%
TIPS BD ETF
JKI
0.31%
MRGSTR MD CP VAL
BKK
0.31%
COM SHS
VPL
0.3%
MEGA CAP GRO ETF
BP
0.3%
SPONSORED ADR
V
0.29%
COM CL A
SCHO
0.28%
SHT TM US TRES
HYLD
0.28%
PERITUS HIGH YLD
BLV
0.27%
LONG TERM BOND
DHR
0.27%
COM
OEF
0.27%
S&P 100 ETF
EMB
0.26%
JP MOR EM MK ETF
UNP
0.26%
COM
VGIT
0.26%
INT-TERM GOV
IBM
0.26%
COM
HPS
0.25%
COM
CNXM
0.25%
UNIT REPST
MELI
0.25%
COM
FVD
0.25%
SHS
NBH
0.25%
COM
VSS
0.24%
FTSE SMCAP ETF
VWOB
0.24%
EMERG MKT BD ETF
DIS
0.23%
COM DISNEY
AAXJ
0.23%
MSCI AC ASIA ETF
HMLP
0.23%
COM UNIT LTD
JNK
0.23%
BLOOMBERG BRCLYS
CMCSA
0.23%
CL A
EFA
0.21%
MSCI EAFE ETF
DVYE
0.21%
EM MKTS DIV ETF
IJJ
0.21%
S&P MC 400VL ETF
BKLN
0.2%
SR LN ETF
MMM
0.2%
COM
IVW
0.2%
S&P 500 GRWT ETF
MRK
0.2%
COM
IYM
0.19%
U.S. BAS MTL ETF
RDS/A
0.19%
SPONS ADR A
IYE
0.19%
U.S. ENERGY ETF
NEA
0.19%
COM
MUE
0.19%
COM
PHB
0.18%
FNDMNTL HY CRP
AWF
0.18%
COM
BBN
0.18%
SHS
IBB
0.18%
NASDQ BIOTEC ETF
DMO
0.18%
COM
GILD
0.17%
COM
QCOM
0.17%
COM
PCN
0.17%
COM
HD
0.17%
COM
FAX
0.17%
COM
IEF
0.17%
7-10 Y TR BD ETF
BOH
0.17%
COM
FAD
0.16%
COM SHS
KYN
0.16%
COM
JQC
0.16%
COM SHS
AMGN
0.16%
COM
UNH
0.16%
COM
MCD
0.16%
COM
AGN
0.16%
SHS
TLT
0.16%
20+ YR TR BD ETF
TFI
0.16%
NUVN BRCLY MUNI
IWN
0.16%
RUS 2000 VAL ETF
MGK
0.16%
MEGA GRWTH IND
TXN
0.16%
COM
JKG
0.16%
MRGSTR MD CP ETF
HON
0.16%
COM
OMP
0.15%
COM UNITS REPS
UPS
0.15%
CL B
CLX
0.15%
COM
ABBV
0.15%
COM
LQD
0.15%
IBOXX INV CP ETF
GGN
0.15%
COM SH BEN INT
NVG
0.15%
COM
EPD
0.14%
COM
SCHG
0.14%
US LCAP GR ETF
ETE
0.14%
COM UT LTD PTN
SCHV
0.14%
US LCAP VA ETF
XPH
0.13%
S&P PHARMAC
SMMV
0.13%
EDGE MSCI MINM
ORCL
0.13%
COM
IWB
0.13%
RUS 1000 ETF
EQM
0.13%
UNIT LTD PARTN
ESD
0.13%
COM
NLY
0.13%
COM
GIS
0.13%
COM
ETN
0.13%
SHS
NFLX
0.13%
COM
NVDA
0.13%
COM
DD
0.12%
COM
IQ
0.12%
SPONSORED ADS
ANIP
0.12%
COM
C
0.12%
COM NEW
PPL
0.12%
COM
NKE
0.12%
CL B
IVE
0.12%
S&P 500 VAL ETF
OUNZ
0.12%
SHS
BRX
0.12%
COM
HASI
0.12%
COM
SBS
0.11%
SPONSORED ADR
MO
0.11%
COM
CSX
0.11%
COM
IYW
0.11%
U.S. TECH ETF
LIN
0.11%
COM
CASY
0.11%
COM
KEY
0.11%
COM
SPY
0.11%
PUT
BMY
0.11%
COM
SO
0.11%
COM
EFX
0.11%
COM
IXUS
0.11%
CORE MSCITOTAL
BA
0.11%
PUT
ACN
0.11%
SHS CLASS A
GE
0.11%
COM
NAD
0.1%
COM
BMO
0.1%
COM
FTF
0.1%
COM
PCI
0.1%
COM SHS
VOE
0.1%
MCAP VL IDXVIP
ADP
0.1%
COM
HPI
0.1%
SH BEN INT
SRC
0.1%
COM NEW
BIP
0.1%
LP INT UNIT
OMER
0.1%
COM
IWC
0.1%
MICRO-CAP ETF
SFL
0.09%
SHS
COP
0.09%
COM
IXJ
0.09%
GLOB HLTHCRE ETF
ABT
0.09%
COM
MFA
0.09%
COM
QDF
0.09%
QUALT DIVD IDX
ANH
0.09%
COM
MQT
0.09%
COM
F
0.09%
COM PAR $0.01
AVGO
0.09%
COM
SHOP
0.09%
CL A
UTX
0.09%
COM
CRM
0.09%
COM
CAT
0.09%
COM
MUI
0.09%
COM
DOW
0.09%
COM
SCHP
0.09%
US TIPS ETF
NTR
0.09%
COM
O
0.09%
COM
IVOG
0.08%
MIDCP 400 GRTH
WMT
0.08%
COM
RY
0.08%
COM
HBC
0.08%
SPON ADR NEW
MDB
0.08%
CL A
CBS
0.08%
CL B
EMR
0.08%
COM
MNE
0.08%
COM
COLB
0.08%
COM
DSL
0.08%
COM
PDP
0.08%
DWA MOMENTUM
IEFA
0.08%
CORE MSCI EAFE
MPLX
0.08%
COM UNIT REP LTD
PTY
0.08%
COM
VOO
0.08%
SHS
VXUS
0.08%
VG TL INTL STK F
JCI
0.08%
SHS
SCZ
0.08%
EAFE SML CP ETF
NZF
0.07%
COM SH BEN INT
BA
0.07%
CALL
LMT
0.07%
COM
MA
0.07%
CL A
BX
0.07%
COM UNIT LTD
LLY
0.07%
COM
FTV
0.07%
COM
ADI
0.07%
COM
KO
0.07%
COM
IJT
0.07%
SP SMCP600GR ETF
MU
0.07%
COM
IFF
0.07%
COM
PAYC
0.07%
COM
VTIP
0.07%
STRM INFPROIDX
RIO
0.07%
SPONSORED ADR
ARCC
0.07%
COM
WFC
0.07%
COM
VGLT
0.07%
LONG-TERM GOV
GEL
0.07%
UNIT LTD PARTN
HCN
0.07%
COM
CIEN
0.07%
COM NEW
SHLX
0.07%
UNIT LTD INT
AON
0.06%
SHS CL A
MOS
0.06%
COM
NEWM
0.06%
COM
BRK.A
0.06%
CL A
BNS
0.06%
COM
CHI
0.06%
SH BEN INT
GPP
0.06%
COM REP PTR IN
MDT
0.06%
SHS
FDX
0.06%
COM
CMI
0.06%
COM
FREL
0.06%
MSCI RL EST ETF
NVS
0.06%
SPONSORED ADR
AA
0.06%
COM
RDS/B
0.06%
SPON ADR B
SCHF
0.06%
INTL EQTY ETF
IEUR
0.06%
CORE MSCI EURO
DIA
0.06%
UT SER 1
YPF
0.05%
SPON ADR CL D
HYG
0.05%
IBOXX HI YD ETF
NRK
0.05%
COM
MQY
0.05%
COM
APD
0.05%
COM
NEE
0.05%
COM
BHK
0.05%
SHS BEN INT
TSI
0.05%
COM
JWN
0.05%
COM
KMI
0.05%
COM
AMD
0.05%
COM
SNLN
0.05%
HI LD IBOXX SRLN
MBT
0.05%
SPONSORED ADR
HCLP
0.05%
COM UNIT LTD
TWTR
0.05%
COM
WY
0.05%
COM
TWLO
0.05%
CL A
CSGP
0.05%
COM
GLD
0.05%
GOLD SHS
OXY
0.05%
COM
AXP
0.05%
COM
UYG
0.05%
ULTRA FNCLS NEW
APU
0.05%
UNIT L P INT
EXPD
0.05%
COM
MSFT
0.05%
PUT
ADSK
0.05%
COM
CTVA
0.05%
COM
WIX
0.05%
SHS
FISV
0.05%
COM
GGB
0.05%
SPON ADR REP PFD
PYPL
0.05%
COM
HEI
0.05%
COM
SPE
0.05%
COM
TRV
0.05%
COM
PM
0.05%
COM
FIS
0.05%
COM
RTN
0.05%
COM NEW
PAYX
0.05%
COM
EQNR
0.05%
SPONSORED ADR
KMB
0.05%
COM
XLF
0.05%
SBI INT-FINL
BSTI
0.05%
SPONSORED ADS
MMT
0.05%
SH BEN INT
HSY
0.05%
COM
FCFS
0.05%
COM
TEVA
0.05%
ADR
DG
0.04%
COM
LOW
0.04%
COM
RIG
0.04%
REG SHS
NOBL
0.04%
S&P 500 ARISTO
INBK
0.04%
COM
BBT
0.04%
COM
ATVI
0.04%
COM
ALRM
0.04%
COM
CL
0.04%
COM
BIV
0.04%
INTERMED TERM
USA
0.04%
SH BEN INT
TLYS
0.04%
CL A
IWW
0.04%
RUS 3000 VAL ETF
FXI
0.04%
CHINA LG-CAP ETF
JHS
0.04%
COM
XLK
0.04%
TECHNOLOGY
JPGB
0.04%
GLOBAL BD OPRT
FPX
0.04%
SHS
ECL
0.04%
COM
DGS
0.04%
EMG MKTS SMCAP
JKL
0.04%
MRNING SM CP ETF
TOT
0.04%
SPONSORED ADR
SPLV
0.04%
S&P500 LOW VOL
CIM
0.04%
COM NEW
WDFC
0.04%
COM
PGR
0.04%
COM
MMP
0.04%
COM UNIT RP LP
D
0.04%
COM
TMUS
0.04%
COM
CMS
0.04%
COM
XES
0.04%
OILGAS EQUIP
BSE
0.04%
COM
BGT
0.04%
COM
VGM
0.04%
COM
NAC
0.03%
COM
EVG
0.03%
COM
CHK
0.03%
COM
FAM
0.03%
COM SHS
ACB
0.03%
COM
MFL
0.03%
COM
MSD
0.03%
COM
AMCR
0.03%
ORD
LEO
0.03%
COM
GASS
0.02%
SHS
TEI
0.02%
COM
TRVG
0.02%
SHS
TRQ
0.02%
COM
EAD
0.02%
COM SHS
JMM
0.02%
COM
PIM
0.01%
SH BEN INT
WPRT
0.01%
COM NEW
UQM
0.01%
COM
MHLD
0.01%
SHS
NOK
0.01%
SPONSORED ADR
MCC
0.01%
COM
AMTX
< 0.01%
COM NEW
ANFI
< 0.01%
SHS
IHI
0.37%
U.S. MED DVC ETF
DWDP
0.27%
COM
JNK
0.24%
BRC HGH YLD BD
ENLC
0.11%
COM UNIT REP LTD
CY
0.08%
COM
KEM
0.07%
COM NEW
VEEV
0.04%
CL A COM
HOME
0.04%
COM
SNAP
0.04%
CL A
LEO
0.02%
COM
RBBN
0.01%
COM
RAD
< 0.01%
COM