HedgeMind.com >  Institutional Portfolios >  PBWM HOLDINGS LLC >  2018-12-31
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28
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19
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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
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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