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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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WELA STRATEGIES LLC

Time Period2019-03-31

Total Holdings33

Total Value ($x1000)150,075
Activities
New7

Increased12

Unchanged1

Decreased13

Sold Out6

Top 10 Stock Holdingstotal 78.36%
IVV24.01

LQD10.4

HYG9.32

IEFA8.92

ITE6.13

 
VNQ4.94

BND4.6

IJH3.96

VWO3.85

XLK2.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
24.01%
CORE S&P500 ETF
LQD
10.4%
IBOXX INV CP ETF
HYG
9.32%
IBOXX HI YD ETF
IEFA
8.92%
CORE MSCI EAFE
ITE
6.13%
BRCLYS INTER ETF
VNQ
4.94%
REIT ETF
BND
4.6%
TOTAL BND MRKT
IJH
3.96%
CORE S&P MCP ETF
VWO
3.85%
FTSE EMR MKT ETF
XLK
2.23%
TECHNOLOGY
XLE
2.06%
SBI INT-ENERGY
XLF
2.04%
SBI INT-FINL
SDY
2.04%
S&P DIVID ETF
IJR
1.92%
CORE S&P SCP ETF
EMLP
1.88%
NO AMER ENERGY
BIV
1.85%
INTERMED TERM
BSV
1.82%
SHORT TRM BOND
FLRN
1.57%
INV GRD FLT RT
BLV
1.22%
LONG TERM BOND
VYMI
0.59%
INTL HIGH ETF
BTZ
0.58%
COM
BHK
0.58%
SHS BEN INT
HIO
0.56%
COM
BLW
0.54%
COM SHS
PHD
0.54%
COM
CWI
0.42%
MSCI ACWI EXUS
PGX
0.38%
PFD ETF
BIL
0.24%
BRCLYS 1-3MT ETF
HD
0.19%
COM
VXF
0.17%
EXTEND MKT ETF
KO
0.15%
COM
VCSH
0.15%
SHRT TRM CORP BD
NSC
0.15%
COM
SJNK
9.04%
SHT TRM HGH YLD
SHY
6.33%
1-3 YR TR BD ETF
FPF
0.63%
COM
JFR
0.62%
COM
BDJ
0.59%
COM
AGG
0.3%
CORE TOTUSBD ETF