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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
28
2
1
0
2
0
19
2
2
PBWM HOLDINGS LLC

Time Period2018-12-31

Total Holdings103

Total Value ($x1000)214,774
Activities
New9

Increased23

Unchanged37

Decreased34

Sold Out12

Top 10 Stock Holdingstotal 61.96%
VOO20.35

VEU8.01

SCHB6.06

SCHO5.53

CWI4.8

 
BSV3.85

SCHX3.8

SCHA3.27

AAPL3.17

IVV3.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VOO
20.35%
SHS
VEU
8.01%
ALLWRLD EX US
SCHB
6.06%
US BRD MKT ETF
SCHO
5.53%
SHT TM US TRES
CWI
4.8%
MSCI ACWI EXUS
BSV
3.85%
SHORT TRM BOND
SCHX
3.8%
US LRG CAP ETF
SCHA
3.27%
US SML CAP ETF
AAPL
3.17%
COM
IVV
3.12%
CORE S&P500 ETF
SPY
2.5%
TR UNIT
IWD
2.25%
RUS 1000 VAL ETF
IWF
1.97%
RUS 1000 GRW ETF
APU
1.56%
UNIT L P INT
MO
1.53%
COM
PEP
1.48%
COM
DHR
1.3%
COM
PG
1.26%
COM
IWM
1.16%
RUSSELL 2000 ETF
EPD
1.1%
COM
JNJ
1.07%
COM
VUG
0.89%
GROWTH ETF
SDY
0.89%
S&P DIVID ETF
CSQ
0.89%
COM SH BEN INT
MSFT
0.67%
COM
T
0.66%
COM
ACN
0.64%
SHS CLASS A
SCHM
0.62%
US MID-CAP ETF
XRAY
0.56%
COM
XOM
0.51%
COM
KMI
0.49%
COM
CVX
0.45%
COM
EFA
0.44%
MSCI EAFE ETF
FTV
0.42%
COM
IVOG
0.41%
MIDCP 400 GRTH
UNH
0.39%
COM
DPM
0.38%
COM UT LTD PTN
VOT
0.37%
MCAP GR IDXVIP
TXN
0.36%
COM
SCHZ
0.32%
US AGGREGATE B
IWB
0.31%
RUS 1000 ETF
AXP
0.31%
COM
AEP
0.3%
COM
MRK
0.29%
COM
CMCSA
0.28%
CL A
HSY
0.28%
COM
AFIN
0.27%
COM CLASS A
AMZN
0.25%
COM
UTX
0.24%
COM
JPM
0.24%
COM
EFG
0.24%
EAFE GRWTH ETF
KRE
0.23%
S&P REGL BKG
PPG
0.23%
COM
IJH
0.22%
CORE S&P MCP ETF
SCHG
0.22%
US LCAP GR ETF
PBCT
0.21%
COM
BMY
0.2%
COM
PM
0.2%
COM
NVDA
0.2%
COM
VTV
0.19%
VALUE ETF
HD
0.19%
COM
MINT
0.19%
ENHAN SHRT MAT
NEE
0.18%
COM
VZ
0.18%
COM
CAT
0.18%
COM
DLN
0.18%
LARGECAP DIVID
TGT
0.18%
COM
IWS
0.18%
RUS MDCP VAL ETF
V
0.17%
COM CL A
BX
0.17%
COM UNIT LTD
FNCB
0.17%
COM
PUTW
0.17%
CBOE S&P 500
MMM
0.17%
COM
IEMG
0.15%
CORE MSCI EMKT
GOOG
0.15%
CAP STK CL C
VV
0.14%
LARGE CAP ETF
WDFC
0.13%
COM
O
0.13%
COM
DIA
0.13%
UT SER 1
WFC
0.12%
COM
SNPS
0.12%
COM
MCD
0.12%
COM
IWN
0.12%
RUS 2000 VAL ETF
AMP
0.12%
COM
VTI
0.12%
TOTAL STK MKT
FB
0.11%
CL A
BIV
0.11%
INTERMED TERM
CHTR
0.11%
CL A
TREX
0.11%
COM
EOS
0.11%
COM
BRK.B
0.1%
CL B NEW
INTC
0.1%
COM
ORCL
0.1%
COM
CBS
0.1%
CL B
FULT
0.1%
COM
IBM
0.1%
COM
PPL
0.1%
COM
VER
0.1%
COM
PNC
0.1%
COM
DE
0.09%
COM
DIS
0.09%
COM DISNEY
AMLP
0.07%
ALERIAN MLP
GE
0.05%
COM
CUBI
0.26%
COM
VTR
0.21%
COM
VNQ
0.13%
REIT ETF
IWR
0.12%
RUS MID-CAP ETF
VIG
0.1%
DIV APP ETF
AMGN
0.1%
COM
MTB
0.1%
COM
XLU
0.09%
SBI INT-UTILS
CSCO
0.09%
COM
BLK
0.09%
COM
LOW
0.09%
COM
NQP
0.07%
COM