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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.
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Value
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Growth
3
0
0
0
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0
6
0
0
SEQUOIA WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings73

Total Value ($x1000)123,346
Activities
New17

Increased28

Unchanged6

Decreased22

Sold Out3

Top 10 Stock Holdingstotal 60.11%
USMV9.73

ACWV9.26

QQQ8.89

RSP8.73

XSLV7.42

 
VTI5.6

FPX3.47

GSLC2.4

FSIC2.31

IWM2.3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
9.73%
USA MIN VOL ETF
ACWV
9.26%
CNTRY MIN VL ETF
QQQ
8.89%
UNIT SER 1
RSP
8.73%
S&P500 EQL WGT
XSLV
7.42%
S&P SMLCP LOW
VTI
5.6%
TOTAL STK MKT
FPX
3.47%
SHS
GSLC
2.4%
EQUITY ETF
FSIC
2.31%
COM
IWM
2.3%
RUSSELL 2000 ETF
IJR
2.16%
CORE S&P SCP ETF
IVV
2.14%
CORE S&P500 ETF
HDV
2.09%
HIGH DIVIDND ETF
DWAQ
1.76%
DWA NASDAQ MNT
EEM
1.74%
MSCI EMG MKT ETF
CIBR
1.43%
FD NASDAQ CEA CYB
BSCK
1.41%
BULSHS 2020 CB
IJH
1.3%
CORE S&P MCP ETF
PEY
1.3%
HIG YLD EQ DIV
DGRW
1.26%
US DIVD GRT FD
RZG
1.23%
S&P SML600 GWT
AADR
1.22%
BNY GRWTH ADR
KNOW
1.18%
ALL CP INSIDER
SPHD
1.09%
S&P500 HDL VOL
IWZ
0.85%
RUS 3000 GRW ETF
SKYY
0.8%
ISE CLOUD COMP
IWD
0.73%
RUS 1000 VAL ETF
VUG
0.72%
GROWTH ETF
SPY
0.69%
TR UNIT
JMBS
0.67%
HENDERSON MTG
LMBS
0.66%
FST LOW MTG ETF
ITA
0.61%
U.S. AER&DEF ETF
IWW
0.6%
RUS 3000 VAL ETF
GWPH
0.59%
ADS
IGM
0.54%
N AMER TECH ETF
VOT
0.52%
MCAP GR IDXVIP
VCIT
0.5%
INT-TERM CORP
BND
0.48%
TOTAL BND MRKT
IEMG
0.44%
CORE MSCI EMKT
FXO
0.43%
FINLS ALPHADEX
FEMS
0.43%
EM SML CP ALPH
IWB
0.43%
RUS 1000 ETF
VYM
0.42%
HIGH DIV YLD
IYF
0.41%
U.S. FINLS ETF
TLT
0.41%
20+ YR TR BD ETF
IYW
0.39%
U.S. TECH ETF
FTEC
0.39%
MSCI INFO TECH I
FBT
0.38%
NY ARCA BIOTECH
IEFA
0.34%
CORE MSCI EAFE
AGG
0.31%
CORE TOTUSBD ETF
VEA
0.3%
FTSE DEV MKT ETF
IEF
0.27%
7-10 Y TR BD ETF
VWO
0.27%
FTSE EMR MKT ETF
ABT
0.26%
COM
IWR
0.25%
RUS MID-CAP ETF
MSFT
0.24%
COM
AMZN
0.24%
COM
BSV
0.24%
SHORT TRM BOND
EES
0.23%
SMLCAP EARN FD
SRLN
0.22%
BLKSTN GSOSRLN
VBR
0.22%
SM CP VAL ETF
FHLC
0.22%
MSCI HLTH CARE I
FPE
0.22%
PFD SECS INC ETF
DHR
0.21%
COM
ABBV
0.2%
COM
SRE
0.2%
COM
TIP
0.19%
TIPS BD ETF
IYH
0.19%
US HLTHCARE ETF
HD
0.18%
COM
V
0.18%
COM CL A
AAPL
0.18%
COM
MLPX
0.15%
GLB X MLP ENRG I
AMZN
< 0.01%
CALL
BSJJ
1.71%
BULSHS 2019 HY
XOM
0.41%
COM
EMHY
0.22%
EM HGHYL BD ETF