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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
28
3
3
1
1
0
18
1
0
WARREN AVERETT ASSET MANAGEMENT LLC

Time Period2019-03-31

Total Holdings127

Total Value ($x1000)646,091
Activities
New11

Increased51

Unchanged25

Decreased40

Sold Out0

Top 10 Stock Holdingstotal 64.11%
PRF11.07

VUG9.88

VOE8.46

VOT6.99

VONE6.9

 
VEA6.08

PXH4.2

IWD4.16

PRFZ4.03

LAG2.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PRF
11.07%
FTSE RAFI 1000
VUG
9.88%
GROWTH ETF
VOE
8.46%
MCAP VL IDXVIP
VOT
6.99%
MCAP GR IDXVIP
VONE
6.9%
VNG RUS1000IDX
VEA
6.08%
FTSE DEV MKT ETF
PXH
4.2%
FTSE RAFI EMNG
IWD
4.16%
RUS 1000 VAL ETF
PRFZ
4.03%
FTSE RAFI 1500
LAG
2.34%
BRCLYS AGG ETF
IWV
2.08%
RUSSELL 3000 ETF
VWO
1.9%
FTSE EMR MKT ETF
VTV
1.78%
VALUE ETF
IVV
1.71%
CORE S&P500 ETF
AGG
1.56%
CORE TOTUSBD ETF
VTWO
1.45%
VNG RUS2000IDX
SCZ
1.27%
EAFE SML CP ETF
IWM
1.24%
RUSSELL 2000 ETF
IWS
1.2%
RUS MDCP VAL ETF
IWF
1.13%
RUS 1000 GRW ETF
EFA
1.12%
MSCI EAFE ETF
VOO
1.12%
SHS
VCIT
1.11%
INT-TERM CORP
EFV
1.09%
EAFE VALUE ETF
IWN
0.89%
RUS 2000 VAL ETF
IEMG
0.71%
CORE MSCI EMKT
SCHZ
0.64%
US AGGREGATE B
PXF
0.62%
FTSE RAFI DEV
AAPL
0.6%
COM
VO
0.57%
MID CAP ETF
SPY
0.54%
TR UNIT
VBR
0.53%
SM CP VAL ETF
VTI
0.49%
TOTAL STK MKT
AOR
0.48%
GRWT ALLOCAT ETF
SFBS
0.43%
COM
VBK
0.4%
SML CP GRW ETF
MUB
0.39%
NAT AMT FREE BD
VB
0.36%
SMALL CP ETF
AOA
0.36%
AGGRES ALLOC ETF
SJNK
0.34%
SHT TRM HGH YLD
EEM
0.33%
MSCI EMG MKT ETF
IWP
0.31%
RUS MD CP GR ETF
VMC
0.3%
COM
RBNC
0.29%
COM
FNDE
0.27%
SCHWB FDT EMK LG
SCHR
0.26%
INTRM TRM TRES
SO
0.26%
COM
MINT
0.23%
ENHAN SHRT MAT
AOM
0.22%
MODERT ALLOC ETF
MSFT
0.2%
COM
IJJ
0.2%
S&P MC 400VL ETF
IVOO
0.2%
MIDCP 400 IDX
VSS
0.19%
FTSE SMCAP ETF
IEFA
0.19%
CORE MSCI EAFE
KO
0.19%
COM
PRA
0.14%
COM
UNH
0.14%
COM
JNJ
0.13%
COM
T
0.12%
COM
XOM
0.11%
COM
ESGR
0.11%
SHS
AMZN
0.11%
COM
BRK.B
0.1%
CL B NEW
WMT
0.09%
COM
KMB
0.09%
COM
PFE
0.09%
COM
HD
0.09%
COM
RSP
0.09%
S&P500 EQL WGT
INTC
0.09%
COM
IWB
0.08%
RUS 1000 ETF
JPM
0.08%
COM
OEF
0.08%
S&P 100 ETF
IWR
0.08%
RUS MID-CAP ETF
SPLV
0.07%
S&P500 LOW VOL
IUSB
0.07%
CORE TL USD BD
IBM
0.07%
COM
GOOG
0.07%
CAP STK CL C
ORCL
0.06%
COM
MCD
0.06%
COM
DIS
0.06%
COM DISNEY
VT
0.06%
TT WRLD ST ETF
UTX
0.06%
COM
PM
0.06%
COM
PG
0.06%
COM
MMM
0.06%
COM
V
0.06%
COM CL A
GE
0.06%
COM
MRK
0.06%
COM
PDP
0.05%
DWA MOMENTUM
TMO
0.05%
COM
TXN
0.05%
COM
GBIL
0.05%
TREASURYACCESS
HYG
0.05%
IBOXX HI YD ETF
ACWI
0.05%
MSCI ACWI ETF
BIL
0.05%
SPDR BLOOMBERG
RF
0.05%
COM
BA
0.05%
COM
NVDA
0.04%
COM
ITW
0.04%
COM
BAC
0.04%
COM
WFC
0.04%
COM
NKE
0.04%
CL B
MO
0.04%
COM
CVX
0.04%
COM
TSS
0.04%
COM
ADP
0.04%
COM
EMR
0.04%
COM
GD
0.04%
COM
NSC
0.04%
COM
XLF
0.04%
SBI INT-FINL
IVW
0.04%
S&P 500 GRWT ETF
JPZ
0.04%
COM
HON
0.04%
COM
CAT
0.04%
COM
GOOGL
0.03%
CAP STK CL A
TMK
0.03%
COM
VZ
0.03%
COM
BNDX
0.03%
INTL BD IDX ETF
CELG
0.03%
COM
BCRX
0.03%
COM
BDJ
0.03%
COM
HBAN
0.02%
COM
BCX
0.02%
SHS
MCR
0.01%
SH BEN INT
SIRI
0.01%
COM
(NOTE)
0.01%
PRN
(NOTE)
< 0.01%
PRN