HedgeMind.com >  Institutional Portfolios >  NWAM 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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Large
Value
Mid
Blend
Small
Growth
49
5
11
2
7
2
44
5
5
NWAM LLC

Time Period2019-03-31

Total Holdings356

Total Value ($x1000)463,654
Activities
New43

Increased162

Unchanged57

Decreased94

Sold Out13

Top 10 Stock Holdingstotal 26.88%
MSFT6.94

VTV2.84

VUG2.76

AAPL2.61

BA2.2

 
QQQ2.11

BTZ1.9

IWD1.88

IVV1.82

VNQ1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
6.94%
COM
VTV
2.84%
VALUE ETF
VUG
2.76%
GROWTH ETF
AAPL
2.61%
COM
BA
2.2%
COM
QQQ
2.11%
UNIT SER 1
BTZ
1.9%
COM
IWD
1.88%
RUS 1000 VAL ETF
IVV
1.82%
CORE S&P500 ETF
VNQ
1.82%
REIT ETF
BND
1.73%
TOTAL BND MRKT
AMZN
1.6%
COM
BRK.B
1.57%
CL B NEW
SBUX
1.48%
COM
IWF
1.45%
RUS 1000 GRW ETF
USB
1.32%
COM NEW
FLC
1.31%
COM
BSV
1.22%
SHORT TRM BOND
RSP
1.15%
S&P500 EQL WGT
VYM
1.07%
HIGH DIV YLD
IJH
1.06%
CORE S&P MCP ETF
VB
1.05%
SMALL CP ETF
COST
1%
COM
VEA
0.97%
FTSE DEV MKT ETF
VV
0.83%
LARGE CAP ETF
IJR
0.74%
CORE S&P SCP ETF
NRZ
0.72%
COM NEW
VO
0.7%
MID CAP ETF
CVX
0.7%
COM
PG
0.68%
COM
AGG
0.67%
CORE TOTUSBD ETF
JNJ
0.65%
COM
FFC
0.65%
COM
VIG
0.64%
DIV APP ETF
ERC
0.63%
COM SHS
VOT
0.61%
MCAP GR IDXVIP
INTC
0.6%
COM
GOOG
0.54%
CAP STK CL C
IGV
0.53%
NA TEC-SFTWR ETF
SDY
0.53%
S&P DIVID ETF
XOM
0.51%
COM
PFE
0.51%
COM
BNDX
0.51%
INTL BD IDX ETF
VZ
0.5%
COM
GOOGL
0.5%
CAP STK CL A
DVY
0.47%
SELECT DIVID ETF
VEU
0.47%
ALLWRLD EX US
PCAR
0.46%
COM
SPY
0.46%
TR UNIT
HFWA
0.45%
COM
VCSH
0.44%
SHRT TRM CORP BD
USMV
0.44%
USA MIN VOL ETF
MDY
0.43%
UTSER1 S&PDCRP
CSCO
0.42%
COM
VBR
0.4%
SM CP VAL ETF
T
0.4%
COM
EEM
0.39%
MSCI EMG MKT ETF
JPM
0.39%
COM
BAC
0.38%
COM
FB
0.38%
CL A
IHI
0.37%
U.S. MED DVC ETF
IWO
0.37%
RUS 2000 GRW ETF
BABA
0.36%
SPONSORED ADS
IJS
0.36%
SP SMCP600VL ETF
IWP
0.36%
RUS MD CP GR ETF
XLY
0.36%
SBI CONS DISCR
BP
0.36%
SPONSORED ADR
VWO
0.35%
FTSE EMR MKT ETF
JRI
0.34%
COM
BKK
0.33%
COM SHS
IBM
0.33%
COM
TIP
0.32%
TIPS BD ETF
JKI
0.32%
MRGSTR MD CP VAL
VTI
0.32%
TOTAL STK MKT
AADR
0.31%
BNY GRWTH ADR
HYLD
0.31%
PERITUS HIGH YLD
PEP
0.3%
COM
V
0.29%
COM CL A
HMLP
0.28%
COM UNIT LTD
UNP
0.28%
COM
CNXM
0.28%
UNIT REPST
HPS
0.28%
COM
EMB
0.27%
JP MOR EM MK ETF
DWDP
0.27%
COM
ITOT
0.27%
CORE S&P TTL STK
OEF
0.27%
S&P 100 ETF
TAN
0.27%
SOLAR ETF
MMM
0.26%
COM
NBH
0.26%
COM
MELI
0.26%
COM
VSS
0.25%
FTSE SMCAP ETF
BLV
0.25%
LONG TERM BOND
DHR
0.25%
COM
AAXJ
0.24%
MSCI AC ASIA ETF
JNK
0.24%
BRC HGH YLD BD
FVD
0.23%
SHS
EFA
0.23%
MSCI EAFE ETF
CMCSA
0.23%
CL A
DVYE
0.23%
EM MKTS DIV ETF
SCHO
0.22%
SHT TM US TRES
BKLN
0.22%
SR LN ETF
MRK
0.21%
COM
IJJ
0.21%
S&P MC 400VL ETF
IYM
0.21%
U.S. BAS MTL ETF
RDS/A
0.2%
SPONS ADR A
ETE
0.2%
COM UT LTD PTN
IEMG
0.2%
CORE MSCI EMKT
IBB
0.2%
NASDQ BIOTEC ETF
MO
0.2%
COM
VGIT
0.2%
INT-TERM GOV
IYE
0.2%
U.S. ENERGY ETF
DIS
0.2%
COM DISNEY
MUE
0.2%
COM
AWF
0.2%
COM
NEA
0.2%
COM
IVW
0.19%
S&P 500 GRWT ETF
PHB
0.19%
FNDMNTL HY CRP
BBN
0.19%
SHS
PCN
0.19%
COM
DMO
0.18%
COM
VWOB
0.18%
EMERG MKT BD ETF
AMGN
0.18%
COM
UPS
0.18%
CL B
UNH
0.18%
COM
IWN
0.18%
RUS 2000 VAL ETF
IWM
0.17%
RUSSELL 2000 ETF
JQC
0.17%
COM SHS
VGK
0.17%
FTSE EUROPE ETF
FAX
0.17%
COM
JKG
0.17%
MRGSTR MD CP ETF
MGK
0.17%
MEGA GRWTH IND
ABBV
0.17%
COM
BOH
0.17%
COM
TFI
0.17%
NUVN BRCLY MUNI
GILD
0.17%
COM
IEF
0.17%
7-10 Y TR BD ETF
KYN
0.17%
COM
TLT
0.16%
20+ YR TR BD ETF
AGN
0.16%
SHS
SLYV
0.16%
S&P 600 SMCP VAL
EPD
0.16%
COM
CLX
0.16%
COM
ESD
0.16%
COM
NLY
0.16%
COM
HD
0.15%
COM
HON
0.15%
COM
FAD
0.15%
COM SHS
NVG
0.15%
COM
SCHV
0.15%
US LCAP VA ETF
LQD
0.15%
IBOXX INV CP ETF
QCOM
0.15%
COM
XPH
0.15%
S&P PHARMAC
MCD
0.14%
COM
SCHG
0.14%
US LCAP GR ETF
GIS
0.14%
COM
TXN
0.14%
COM
OMP
0.14%
COM UNITS REPS
ORCL
0.14%
COM
SMMV
0.13%
EDGE MSCI MINM
EQM
0.13%
UNIT LTD PARTN
VPL
0.13%
MEGA CAP GRO ETF
PPL
0.13%
COM
BRX
0.13%
COM
BMY
0.13%
COM
NVDA
0.12%
COM
AVGO
0.12%
COM
NKE
0.12%
CL B
ETN
0.12%
SHS
ANIP
0.12%
COM
CSX
0.12%
COM
OMER
0.12%
COM
OUNZ
0.12%
SHS
GE
0.12%
COM
HASI
0.12%
COM
GGN
0.11%
COM SH BEN INT
FTF
0.11%
COM
BMO
0.11%
COM
COP
0.11%
COM
ACN
0.11%
SHS CLASS A
SO
0.11%
COM
VOE
0.11%
MCAP VL IDXVIP
IYW
0.11%
U.S. TECH ETF
NFLX
0.11%
COM
SBS
0.11%
SPONSORED ADR
C
0.11%
COM NEW
ENLC
0.11%
COM UNIT REP LTD
PCI
0.11%
COM SHS
NAD
0.11%
COM
KEY
0.11%
COM
O
0.11%
COM
LIN
0.11%
COM
IXJ
0.11%
GLOB HLTHCRE ETF
IVE
0.11%
S&P 500 VAL ETF
ADP
0.1%
COM
HPI
0.1%
SH BEN INT
BIP
0.1%
LP INT UNIT
EFX
0.1%
COM
HCLP
0.1%
COM UNIT LTD
MFA
0.1%
COM
ANH
0.1%
COM
CASY
0.1%
COM
QDF
0.1%
QUALT DIVD IDX
CRM
0.1%
COM
ABT
0.1%
COM
IWC
0.1%
MICRO-CAP ETF
MQT
0.09%
COM
SCHP
0.09%
US TIPS ETF
SFL
0.09%
SHS
NTR
0.09%
COM
UTX
0.09%
COM
LLY
0.09%
COM
MUI
0.09%
COM
TEVA
0.09%
ADR
USA
0.09%
SH BEN INT
IVOG
0.09%
MIDCP 400 GRTH
IWB
0.09%
RUS 1000 ETF
EMR
0.09%
COM
RY
0.09%
COM
MU
0.09%
COM
GPP
0.09%
COM REP PTR IN
DSL
0.09%
COM
MDB
0.08%
CL A
F
0.08%
COM PAR $0.01
HBC
0.08%
SPON ADR NEW
SCZ
0.08%
EAFE SML CP ETF
FTV
0.08%
COM
JWN
0.08%
COM
LMT
0.08%
COM
IXUS
0.08%
CORE MSCITOTAL
VXUS
0.08%
VG TL INTL STK F
MNE
0.08%
COM
IEFA
0.08%
CORE MSCI EAFE
COLB
0.08%
COM
RIO
0.08%
SPONSORED ADR
NEWM
0.08%
COM
CBS
0.08%
CL B
NZF
0.08%
COM SH BEN INT
CY
0.08%
COM
GEL
0.08%
UNIT LTD PARTN
PDP
0.08%
DWA MOMENTUM
ADI
0.08%
COM
IJT
0.08%
SP SMCP600GR ETF
PYPL
0.08%
COM
AA
0.08%
COM
MOS
0.08%
COM
PTY
0.08%
COM
WFC
0.08%
COM
IQ
0.08%
SPONSORED ADS
NVS
0.08%
SPONSORED ADR
KEM
0.07%
COM NEW
JCI
0.07%
SHS
FDX
0.07%
COM
VOO
0.07%
SHS
ARCC
0.07%
COM
KO
0.07%
COM
WMT
0.07%
COM
VGLT
0.07%
LONG-TERM GOV
HCN
0.07%
COM
IFF
0.07%
COM
TLYS
0.07%
CL A
BNS
0.07%
COM
MA
0.07%
CL A
RTN
0.07%
COM NEW
VTIP
0.07%
STRM INFPROIDX
SHOP
0.07%
CL A
CAT
0.07%
COM
MDT
0.07%
SHS
RDS/B
0.07%
SPON ADR B
PAYC
0.07%
COM
BRK.A
0.06%
CL A
CHI
0.06%
SH BEN INT
AON
0.06%
SHS CL A
CIEN
0.06%
COM NEW
RIG
0.06%
REG SHS
HYG
0.06%
IBOXX HI YD ETF
PM
0.06%
COM
SCHF
0.06%
INTL EQTY ETF
SNLN
0.06%
HI LD IBOXX SRLN
ALRM
0.06%
COM
MQY
0.06%
COM
SRC
0.06%
COM NEW
NRK
0.06%
COM
FISV
0.06%
COM
KMI
0.06%
COM
BHK
0.06%
SHS BEN INT
EQNR
0.06%
SPONSORED ADR
TSI
0.06%
COM
NEE
0.06%
COM
GGB
0.05%
SPON ADR REP PFD
BX
0.05%
COM UNIT LTD
CHK
0.05%
COM
JKL
0.05%
MRNING SM CP ETF
EXPD
0.05%
COM
LOW
0.05%
COM
ATVI
0.05%
COM
UYG
0.05%
ULTRA FNCLS NEW
APD
0.05%
COM
PAYX
0.05%
COM
SPE
0.05%
COM
ADSK
0.05%
COM
TWTR
0.05%
COM
DIA
0.05%
UT SER 1
AXP
0.05%
COM
FREL
0.05%
MSCI RL EST ETF
CSGP
0.05%
COM
WDFC
0.05%
COM
MMT
0.05%
SH BEN INT
APU
0.05%
UNIT L P INT
TRV
0.05%
COM
WY
0.05%
COM
FIS
0.05%
COM
BSTI
0.05%
SPONSORED ADS
XLF
0.05%
SBI INT-FINL
JHS
0.05%
COM
CL
0.05%
COM
CMI
0.05%
COM
BBT
0.05%
COM
KMB
0.05%
COM
IWW
0.04%
RUS 3000 VAL ETF
CIM
0.04%
COM NEW
SPLV
0.04%
S&P500 LOW VOL
JPGB
0.04%
GLOBAL BD OPRT
DGS
0.04%
EMG MKTS SMCAP
WIX
0.04%
SHS
VEEV
0.04%
CL A COM
FPX
0.04%
SHS
AMD
0.04%
COM
XLK
0.04%
TECHNOLOGY
INBK
0.04%
COM
YPF
0.04%
SPON ADR CL D
HOME
0.04%
COM
BSE
0.04%
COM
BGT
0.04%
COM
VGM
0.04%
COM
SNAP
0.04%
CL A
XES
0.04%
OILGAS EQUIP
NAC
0.04%
COM
EVG
0.03%
COM
FAM
0.03%
COM SHS
ACB
0.03%
COM
MFL
0.03%
COM
TRQ
0.03%
COM
MSD
0.03%
COM
GASS
0.02%
SHS
TEI
0.02%
COM
LEO
0.02%
COM
PIM
0.02%
SH BEN INT
JMM
0.02%
COM
UQM
0.01%
COM
MHLD
0.01%
SHS
MCC
0.01%
COM
RBBN
0.01%
COM
ANFI
0.01%
SHS
WPRT
0.01%
COM NEW
AMTX
0.01%
COM NEW
RAD
< 0.01%
COM
IHF
0.34%
US HLTHCR PR ETF
EWZ
0.24%
MSCI BRZ CAP ETF
KOL
0.13%
COAL ETF
PAG
0.1%
COM
ENLK
0.09%
COM UNIT REP LTD
GLD
0.06%
GOLD SHS
M
0.06%
COM
SLB
0.05%
COM
ALK
0.05%
COM
DUK
0.05%
COM NEW
TAHO
0.05%
COM
CTL
0.04%
COM
OZM
0.01%
CL A