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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
18
1
0
1
4
0
17
6
2
SWS PARTNERS

Time Period2018-12-31

Total Holdings101

Total Value ($x1000)131,966
Activities
New4

Increased51

Unchanged3

Decreased43

Sold Out5

Top 10 Stock Holdingstotal 34.75%
SCHX6.77

SCHR5.41

SCHF5.36

SCHZ3.05

CORP2.82

 
IVV2.67

PGX2.35

EDIV2.35

IJH2.03

VYM1.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHX
6.77%
US LRG CAP ETF
SCHR
5.41%
INTRM TRM TRES
SCHF
5.36%
INTL EQTY ETF
SCHZ
3.05%
US AGGREGATE B
CORP
2.82%
INV GRD CRP BD
IVV
2.67%
CORE S&P500 ETF
PGX
2.35%
AGG PFD PORT
EDIV
2.35%
S&P EM MKT DIV
IJH
2.03%
CORE S&P MCP ETF
VYM
1.94%
HIGH DIV YLD
SPLV
1.76%
S&P500 LOW VOL
TFI
1.69%
NUVN BRCLY MUNI
ITR
1.63%
INTR TRM CORP BD
MLPA
1.62%
GLBL X MLP ETF
MRK
1.51%
COM
MUB
1.51%
NAT AMT FREE BD
CCI
1.5%
COM
INKM
1.43%
INCOM ALLO ETF
PHB
1.42%
FDM HG YLD RAFI
VMBS
1.42%
MORTG-BACK SEC
ABBV
1.39%
COM
CVY
1.38%
GUG MULTI ASSET
WDIV
1.38%
S&P GLBDIV ETF
SDOG
1.36%
SECTR DIV DOGS
O
1.27%
COM
SIX
1.25%
COM
D
1.25%
COM
T
1.23%
COM
MXIM
1.23%
COM
PNW
1.23%
COM
PAYX
1.21%
COM
CSCO
1.2%
COM
MET
1.19%
COM
ETN
1.17%
SHS
PHG
1.16%
NY REG SH NEW
ARCC
1.16%
COM
VLO
1.14%
COM
TD
1.14%
COM NEW
JNJ
1.13%
COM
AMZN
1.09%
COM
BBT
1.09%
COM
ADM
1.09%
COM
MO
1.08%
COM
IJR
1.06%
CORE S&P SCP ETF
PSK
1.06%
WELLS FG PFD ETF
NUE
1.04%
COM
MSFT
0.9%
COM
DWX
0.89%
S&P INTL ETF
VYMI
0.79%
INTL HIGH ETF
GOOGL
0.79%
CAP STK CL A
SCHD
0.75%
US DIVIDEND EQ
VWO
0.75%
FTSE EMR MKT ETF
AAPL
0.75%
COM
IXUS
0.74%
CORE MSCITOTAL
JPUS
0.66%
F JPMORGAN DIVER
QAI
0.6%
HEDGE MLTI ETF
JPM
0.56%
COM
FB
0.53%
CL A
UNH
0.46%
COM
BWX
0.42%
BRCLYS INTL ETF
HYG
0.38%
IBOXX HI YD ETF
ILMN
0.36%
COM
V
0.35%
COM CL A
ISRG
0.34%
COM NEW
VNQ
0.34%
REIT ETF
BA
0.29%
COM
IDV
0.28%
INTL SEL DIV ETF
HD
0.27%
COM
NFLX
0.27%
COM
SQ
0.26%
CL A
NOW
0.26%
COM
CRM
0.26%
COM
NVDA
0.25%
COM
PYPL
0.25%
COM
JRI
0.24%
COM
CME
0.24%
COM
HON
0.24%
COM
WDAY
0.24%
CL A
MNST
0.21%
COM
EW
0.21%
COM
IGOV
0.2%
INTL TREA BD ETF
LMT
0.2%
COM
SCHE
0.2%
EMRG MKTEQ ETF
MMM
0.2%
COM
ACN
0.2%
SHS CLASS A
TEAM
0.2%
CL A
VNQI
0.2%
GLB EX US ETF
SCHA
0.2%
US SML CAP ETF
FICO
0.2%
COM
SCHW
0.2%
COM
JBHT
0.2%
COM
EPD
0.19%
COM
STZ
0.19%
CL A
XLNX
0.18%
COM
VRTX
0.18%
COM
SCHH
0.18%
US REIT ETF
ETE
0.17%
COM UT LTD PTN
JTD
0.12%
COM
IRR
0.09%
COM
AMLP
0.08%
ALERIAN MLP
AEG
0.05%
NY REGISTRY SH
W
0.23%
CL A
SCHM
0.21%
US MID-CAP ETF
CDW
0.13%
COM
GPN
0.13%
COM
SPLK
0.13%
COM