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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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2
SANCHEZ WEALTH MANAGEMENT GROUP

Time Period2018-12-31

Total Holdings23

Total Value ($x1000)90,627
Activities
New6

Increased9

Unchanged2

Decreased6

Sold Out5

Top 10 Stock Holdingstotal 89.32%
IWF19.8

IVV11.32

JHML8.55

QUAL8.42

IWD8.4

 
RSP8.36

USMV7.93

FTSM5.9

MTUM5.82

VLUE4.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
19.8%
RUS 1000 GRW ETF
IVV
11.32%
CORE S&P500 ETF
JHML
8.55%
MULTIFACTOR LA
QUAL
8.42%
MSCI USA QLT FAC
IWD
8.4%
RUS 1000 VAL ETF
RSP
8.36%
S&P500 EQL WGT
USMV
7.93%
USA MIN VOL ETF
FTSM
5.9%
FIRST TR ENH NEW
MTUM
5.82%
MSCI USAMOMFCT
VLUE
4.82%
MSCI USAVALFCT
JHMM
3.34%
MULTIFACTOR MI
GWR
1.26%
CL A
TECH
1.18%
COM
CSX
1.17%
COM
HDV
0.66%
HIGH DIVIDND ETF
ABT
0.64%
COM
PGX
0.61%
PFD ETF
CELG
0.56%
COM
SPY
0.31%
TR UNIT
SCHD
0.27%
US DIVIDEND EQ
HSY
0.24%
COM
AAPL
0.23%
COM
CAT
0.22%
COM
DGRO
6.68%
CORE DIV GRWTH
FTC
3.18%
COM SHS
JNJ
0.55%
COM
BAC
0.27%
COM
UNP
0.2%
COM