HedgeMind.com >  Institutional Portfolios >  NWAM LLC >  2018-12-31
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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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47
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2
NWAM LLC

Time Period2018-12-31

Total Holdings326

Total Value ($x1000)389,272
Activities
New26

Increased114

Unchanged41

Decreased145

Sold Out45

Top 10 Stock Holdingstotal 26.46%
MSFT7.14

VTV2.78

VUG2.6

AAPL2.45

BA2.13

 
QQQ2.13

IVV1.86

VNQ1.8

BRK.B1.79

BTZ1.78

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
7.14%
COM
VTV
2.78%
VALUE ETF
VUG
2.6%
GROWTH ETF
AAPL
2.45%
COM
BA
2.13%
COM
QQQ
2.13%
UNIT SER 1
IVV
1.86%
CORE S&P500 ETF
VNQ
1.8%
REIT ETF
BRK.B
1.79%
CL B NEW
BTZ
1.78%
COM
BND
1.78%
TOTAL BND MRKT
IWD
1.6%
RUS 1000 VAL ETF
AMZN
1.58%
COM
SBUX
1.52%
COM
USB
1.49%
COM NEW
IWF
1.49%
RUS 1000 GRW ETF
FLC
1.4%
COM
VYM
1.17%
HIGH DIV YLD
BSV
1.16%
SHORT TRM BOND
IJH
1.09%
CORE S&P MCP ETF
RSP
1.08%
S&P500 EQL WGT
VEA
1%
FTSE DEV MKT ETF
COST
0.99%
COM
VB
0.88%
SMALL CP ETF
VV
0.84%
LARGE CAP ETF
AGG
0.77%
CORE TOTUSBD ETF
CVX
0.73%
COM
NRZ
0.73%
COM NEW
IJR
0.71%
CORE S&P SCP ETF
PG
0.71%
COM
VO
0.7%
MID CAP ETF
FFC
0.68%
COM
JNJ
0.68%
COM
VIG
0.67%
DIV APP ETF
ERC
0.67%
COM SHS
PFE
0.63%
COM
VOT
0.61%
MCAP GR IDXVIP
INTC
0.59%
COM
BNDX
0.58%
INTL BD IDX ETF
GOOG
0.57%
CAP STK CL C
VZ
0.55%
COM
SDY
0.55%
S&P DIVID ETF
GOOGL
0.53%
CAP STK CL A
HFWA
0.53%
COM
IGV
0.52%
NA TEC-SFTWR ETF
VEU
0.49%
ALLWRLD EX US
XOM
0.48%
COM
DVY
0.48%
SELECT DIVID ETF
SPY
0.46%
TR UNIT
PCAR
0.45%
COM
JPM
0.45%
COM
MDY
0.44%
UTSER1 S&PDCRP
VBR
0.42%
SM CP VAL ETF
IJT
0.41%
SP SMCP600GR ETF
CSCO
0.4%
COM
EEM
0.4%
MSCI EMG MKT ETF
BAC
0.4%
COM
T
0.39%
COM
BKK
0.39%
COM SHS
IJS
0.39%
SP SMCP600VL ETF
FB
0.38%
CL A
IHI
0.38%
U.S. MED DVC ETF
IWO
0.37%
RUS 2000 GRW ETF
XLY
0.37%
SBI CONS DISCR
IWP
0.36%
RUS MD CP GR ETF
BP
0.35%
SPONSORED ADR
JKI
0.35%
MRGSTR MD CP VAL
VTI
0.35%
TOTAL STK MKT
TIP
0.35%
TIPS BD ETF
HYLD
0.34%
PERITUS HIGH YLD
IHF
0.34%
US HLTHCR PR ETF
DWDP
0.34%
COM
JRI
0.34%
COM
VCSH
0.33%
SHRT TRM CORP BD
AADR
0.33%
BNY GRWTH ADR
CNXM
0.32%
UNIT REPST
BABA
0.31%
SPONSORED ADS
EMB
0.31%
JP MOR EM MK ETF
PEP
0.3%
COM
BLV
0.29%
LONG TERM BOND
OEF
0.29%
S&P 100 ETF
MMM
0.28%
COM
HPS
0.28%
COM
UNP
0.28%
COM
V
0.27%
COM CL A
JNK
0.27%
BRC HGH YLD BD
SCHO
0.27%
SHT TM US TRES
NBH
0.27%
COM
BKLN
0.26%
SR LN ETF
VSS
0.26%
FTSE SMCAP ETF
HMLP
0.26%
COM UNIT LTD
TAN
0.25%
SOLAR ETF
CMCSA
0.24%
CL A
IBM
0.24%
COM
EFA
0.24%
MSCI EAFE ETF
EWZ
0.24%
MSCI BRZ CAP ETF
DVYE
0.24%
EM MKTS DIV ETF
DHR
0.24%
COM
MRK
0.23%
COM
FVD
0.23%
SHS
IYM
0.23%
U.S. BAS MTL ETF
ITOT
0.23%
CORE S&P TTL STK
ABBV
0.23%
COM
RDS/A
0.23%
SPONS ADR A
IEF
0.23%
7-10 Y TR BD ETF
VWO
0.22%
FTSE EMR MKT ETF
UNH
0.22%
COM
NEA
0.22%
COM
MUE
0.22%
COM
PHB
0.22%
FNDMNTL HY CRP
IJJ
0.22%
S&P MC 400VL ETF
AAXJ
0.21%
MSCI AC ASIA ETF
DIS
0.21%
COM DISNEY
GILD
0.21%
COM
DMO
0.21%
COM
IVW
0.21%
S&P 500 GRWT ETF
TLT
0.21%
20+ YR TR BD ETF
JQC
0.2%
COM SHS
IBB
0.2%
NASDQ BIOTEC ETF
AWF
0.2%
COM
BBN
0.2%
SHS
TFI
0.2%
NUVN BRCLY MUNI
AMGN
0.19%
COM
IWN
0.19%
RUS 2000 VAL ETF
IWM
0.19%
RUSSELL 2000 ETF
IYE
0.19%
U.S. ENERGY ETF
PCN
0.19%
COM
UPS
0.18%
CL B
JKG
0.18%
MRGSTR MD CP ETF
FAX
0.18%
COM
MGK
0.18%
MEGA GRWTH IND
ETE
0.18%
COM UT LTD PTN
CLX
0.18%
COM
TXN
0.18%
COM
MELI
0.18%
COM
NLY
0.17%
COM
BOH
0.17%
COM
LQD
0.17%
IBOXX INV CP ETF
ESD
0.17%
COM
MCD
0.16%
COM
BMY
0.16%
COM
O
0.16%
COM
KYN
0.16%
COM
AGN
0.16%
SHS
SLYV
0.16%
S&P 600 SMCP VAL
SCHV
0.16%
US LCAP VA ETF
EPD
0.16%
COM
NVG
0.16%
COM
HD
0.16%
COM
FAD
0.15%
COM SHS
HON
0.15%
COM
SCHG
0.15%
US LCAP GR ETF
ORCL
0.14%
COM
GIS
0.14%
COM
IEMG
0.14%
CORE MSCI EMKT
IXJ
0.14%
GLOB HLTHCRE ETF
USA
0.14%
SH BEN INT
QCOM
0.14%
COM
PPL
0.14%
COM
NKE
0.13%
CL B
KOL
0.13%
COAL ETF
FTF
0.13%
COM
CSX
0.12%
COM
BMO
0.12%
COM
ETN
0.12%
SHS
BRX
0.12%
COM
VWOB
0.12%
EMERG MKT BD ETF
OUNZ
0.12%
SHS
NEWM
0.12%
COM
TEVA
0.12%
ADR
ANH
0.12%
COM
NAD
0.12%
COM
CASY
0.12%
COM
PCI
0.12%
COM SHS
VOE
0.12%
MCAP VL IDXVIP
RY
0.11%
COM
MFA
0.11%
COM
KEY
0.11%
COM
LIN
0.11%
COM
GGN
0.11%
COM SH BEN INT
SCHP
0.11%
US TIPS ETF
SO
0.11%
COM
SBS
0.11%
SPONSORED ADR
HASI
0.11%
COM
MQT
0.11%
COM
NFLX
0.1%
COM
PAG
0.1%
COM
ACN
0.1%
SHS CLASS A
QDF
0.1%
QUALT DIVD IDX
COLB
0.1%
COM
JWN
0.1%
COM
HPI
0.1%
SH BEN INT
ADP
0.1%
COM
MUI
0.1%
COM
GE
0.1%
COM
BIP
0.1%
LP INT UNIT
LLY
0.1%
COM
HCLP
0.1%
COM UNIT LTD
HBC
0.1%
SPON ADR NEW
IWC
0.1%
MICRO-CAP ETF
VXUS
0.1%
VG TL INTL STK F
MOS
0.1%
COM
WMT
0.1%
COM
EFX
0.1%
COM
IXUS
0.1%
CORE MSCITOTAL
COP
0.09%
COM
NTR
0.09%
COM
ABT
0.09%
COM
ANIP
0.09%
COM
CRM
0.09%
COM
IVOG
0.09%
MIDCP 400 GRTH
OMER
0.09%
COM
UTX
0.09%
COM
KEM
0.09%
COM NEW
ENLK
0.09%
COM UNIT REP LTD
EMR
0.09%
COM
IEFA
0.09%
CORE MSCI EAFE
SCZ
0.09%
EAFE SML CP ETF
MO
0.09%
COM
C
0.09%
COM NEW
KO
0.09%
COM
DSL
0.09%
COM
MNE
0.09%
COM
CBS
0.09%
CL B
HCN
0.09%
COM
LMT
0.09%
COM
AA
0.09%
COM
IFF
0.09%
COM
FDX
0.08%
COM
F
0.08%
COM PAR $0.01
NZF
0.08%
COM SH BEN INT
MDT
0.08%
SHS
EQM
0.08%
UNIT LTD PARTN
IVE
0.08%
S&P 500 VAL ETF
SFL
0.08%
SHS
GPP
0.08%
COM REP PTR IN
VGLT
0.08%
LONG-TERM GOV
PTY
0.08%
COM
CY
0.08%
COM
BRK.A
0.08%
CL A
TLYS
0.08%
CL A
MU
0.08%
COM
FTV
0.08%
COM
PDP
0.08%
DWA MOMENTUM
RIO
0.08%
SPONSORED ADR
WFC
0.08%
COM
RDS/B
0.08%
SPON ADR B
ADI
0.07%
COM
NVDA
0.07%
COM
ARCC
0.07%
COM
OMP
0.07%
COM UNITS REPS
VOO
0.07%
SHS
GEL
0.07%
UNIT LTD PARTN
JCI
0.07%
SHS
RTN
0.07%
COM NEW
USMV
0.07%
USA MIN VOL ETF
NVS
0.07%
SPONSORED ADR
AXP
0.07%
COM
IWB
0.07%
RUS 1000 ETF
BNS
0.07%
COM
CIEN
0.07%
COM NEW
HYG
0.07%
IBOXX HI YD ETF
AVGO
0.07%
COM
GGB
0.06%
SPON ADR REP PFD
AON
0.06%
SHS CL A
EQNR
0.06%
SPONSORED ADR
MA
0.06%
CL A
TSI
0.06%
COM
CHI
0.06%
SH BEN INT
SCHF
0.06%
INTL EQTY ETF
NRK
0.06%
COM
ALRM
0.06%
COM
GLD
0.06%
GOLD SHS
SNLN
0.06%
HI LD IBOXX SRLN
WDFC
0.06%
COM
VGIT
0.06%
INT-TERM GOV
BHK
0.06%
SHS BEN INT
NEE
0.06%
COM
ATVI
0.06%
COM
JKL
0.06%
MRNING SM CP ETF
PM
0.06%
COM
BX
0.06%
COM UNIT LTD
M
0.06%
COM
MMT
0.06%
SH BEN INT
FISV
0.06%
COM
EXPD
0.06%
COM
MQY
0.06%
COM
SLB
0.05%
COM
IQ
0.05%
SPONSORED ADS
INBK
0.05%
COM
ALK
0.05%
COM
DUK
0.05%
COM NEW
LOW
0.05%
COM
SPE
0.05%
COM
CIM
0.05%
COM NEW
HOME
0.05%
COM
KMI
0.05%
COM
RIG
0.05%
REG SHS
JHS
0.05%
COM
TAHO
0.05%
COM
YPF
0.05%
SPON ADR CL D
BSE
0.05%
COM
BGT
0.04%
COM
BSTI
0.04%
SPONSORED ADS
CTL
0.04%
COM
VGM
0.04%
COM
FAM
0.04%
COM SHS
EVG
0.04%
COM
CHK
0.04%
COM
MHLD
0.04%
SHS
TRQ
0.03%
COM
MSD
0.03%
COM
GASS
0.03%
SHS
TEI
0.03%
COM
LEO
0.02%
COM
PIM
0.02%
SH BEN INT
JMM
0.02%
COM
RBBN
0.02%
COM
ACB
0.02%
COM
MCC
0.01%
COM
OZM
0.01%
CL A
UQM
0.01%
COM
WPRT
0.01%
COM NEW
RAD
0.01%
COM
AMTX
< 0.01%
COM NEW
ANFI
< 0.01%
SHS
SPY
0.16%
PUT
CLF
0.15%
COM
ENLC
0.13%
COM UNIT REP LTD
GCC
0.13%
SHS BEN INT
PYPL
0.12%
COM
ETP
0.12%
UNIT LTD PRT INT
PX
0.1%
COM
XLF
0.08%
SBI INT-FINL
VGSH
0.08%
SHTRM GVT BD ETF
APU
0.07%
UNIT L P INT
WBA
0.06%
COM
WY
0.06%
COM
SRLP
0.06%
COMUNIT REP LTD
PRLB
0.06%
COM
AMD
0.06%
COM
CELG
0.06%
COM
UYG
0.06%
ULTRA FNCLS NEW
PAYC
0.06%
COM
GD
0.05%
COM
XPH
0.05%
S&P PHARMAC
MYL
0.05%
SHS EURO
ADSK
0.05%
COM
SHOP
0.05%
CL A
NIO
0.05%
SPON ADS
TWTR
0.05%
COM
BDX
0.05%
COM
MKL
0.05%
COM
MMP
0.05%
COM UNIT RP LP
FIVE
0.05%
COM
BBT
0.05%
COM
NOC
0.05%
COM
IWW
0.05%
RUS 3000 VAL ETF
PAYX
0.05%
COM
CSGP
0.05%
COM
PAA
0.05%
UNIT LTD PARTN
XLK
0.05%
TECHNOLOGY
OXY
0.05%
COM
CAT
0.05%
COM
APD
0.05%
COM
DGS
0.05%
EMG MKTS SMCAP
NAC
0.03%
COM
HRZN
0.03%
COM
TTS
0.02%
COM
BKT
0.02%
COM
WFT
0.01%
ORD