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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
33
3
1
0
2
0
22
2
2
PBWM HOLDINGS LLC

Time Period2019-06-30

Total Holdings109

Total Value ($x1000)268,693
Activities
New1

Increased32

Unchanged53

Decreased23

Sold Out3

Top 10 Stock Holdingstotal 63.39%
VOO22.76

SCHO7.63

VEU7.51

SCHB5.27

CWI4.78

 
SCHX3.6

AAPL3.24

SCHA3.14

IVV2.93

BSV2.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
22.76%
SHS
SCHO
7.63%
SHT TM US TRES
VEU
7.51%
ALLWRLD EX US
SCHB
5.27%
US BRD MKT ETF
CWI
4.78%
MSCI ACWI EXUS
SCHX
3.6%
US LRG CAP ETF
AAPL
3.24%
COM
SCHA
3.14%
US SML CAP ETF
IVV
2.93%
CORE S&P500 ETF
BSV
2.53%
SHORT TRM BOND
SPY
2.2%
TR UNIT
IWD
2.06%
RUS 1000 VAL ETF
IWF
1.82%
RUS 1000 GRW ETF
APU
1.71%
UNIT L P INT
DHR
1.44%
COM
PEP
1.37%
COM
PG
1.24%
COM
KMI
1.09%
COM
EPD
1.03%
COM
IWM
0.99%
RUSSELL 2000 ETF
JNJ
0.97%
COM
SCHV
0.91%
US LCAP VA ETF
VUG
0.87%
GROWTH ETF
CSQ
0.85%
COM SH BEN INT
MSFT
0.81%
COM
MO
0.69%
COM
SCHM
0.69%
US MID-CAP ETF
SDY
0.69%
S&P DIVID ETF
ACN
0.67%
SHS CLASS A
XRAY
0.65%
COM
T
0.62%
COM
XOM
0.48%
COM
CVX
0.41%
COM
FTV
0.4%
COM
IVOG
0.39%
MIDCP 400 GRTH
VOT
0.37%
MCAP GR IDXVIP
TXN
0.35%
COM
UNH
0.35%
COM
DPM
0.34%
COM UT LTD PTN
AXP
0.33%
COM
CMCSA
0.28%
CL A
AEP
0.28%
COM
HSY
0.28%
COM
IWB
0.27%
RUS 1000 ETF
EFG
0.26%
EAFE GRWTH ETF
MRK
0.25%
COM
AMZN
0.25%
COM
VER
0.25%
COM
UTX
0.24%
COM
JPM
0.22%
COM
KRE
0.21%
S&P REGL BKG
PPG
0.21%
COM
PBCT
0.19%
COM
IJH
0.19%
CORE S&P MCP ETF
EFA
0.19%
MSCI EAFE ETF
HD
0.19%
COM
TGT
0.18%
COM
SCHG
0.18%
US LCAP GR ETF
VTV
0.17%
VALUE ETF
NEE
0.17%
COM
CSCO
0.17%
COM
V
0.17%
COM CL A
DLN
0.16%
LARGECAP DIVID
IWS
0.16%
RUS MDCP VAL ETF
NVDA
0.16%
COM
SNPS
0.15%
COM
VZ
0.15%
COM
MCD
0.15%
COM
BMY
0.14%
COM
INTC
0.14%
COM
DIS
0.14%
COM DISNEY
MMM
0.14%
COM
FB
0.13%
CL A
VV
0.13%
LARGE CAP ETF
AMP
0.13%
COM
SCHZ
0.13%
US AGGREGATE B
CHTR
0.12%
CL A
MMC
0.12%
COM
FNCB
0.12%
COM
O
0.12%
COM
DIA
0.11%
UT SER 1
VTI
0.11%
TOTAL STK MKT
TREX
0.11%
COM
IWN
0.1%
RUS 2000 VAL ETF
GOOG
0.1%
CAP STK CL C
EOS
0.1%
COM
IBM
0.1%
COM
DUK
0.1%
COM NEW
CBS
0.09%
CL B
GLPI
0.09%
COM
ORCL
0.09%
COM
PNC
0.09%
COM
PPL
0.09%
COM
MTB
0.09%
COM
FULT
0.09%
COM
TJX
0.09%
COM
UNP
0.09%
COM
DFS
0.09%
COM
WFC
0.09%
COM
PFE
0.08%
COM
DE
0.08%
COM
RTN
0.08%
COM NEW
IWR
0.08%
RUS MID-CAP ETF
CAT
0.08%
COM
YORW
0.08%
COM
BRK.B
0.08%
CL B NEW
VFC
0.07%
COM
AMLP
0.05%
ALERIAN MLP
GE
0.05%
COM
BX
0.17%
COM UNIT LTD
MINT
0.16%
ENHAN SHRT MAT
PUTW
0.13%
CBOE S&P 500