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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 Period2018-12-31

Total Holdings32

Total Value ($x1000)132,599
Activities
New1

Increased25

Unchanged0

Decreased6

Sold Out1

Top 10 Stock Holdingstotal 77.44%
IVV19.76

VCSH9.58

SJNK9.04

IEFA8.78

IJH6.42

 
SHY6.33

BND4.95

VNQ4.87

BSV4.19

VWO3.52

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
19.76%
CORE S&P500 ETF
VCSH
9.58%
SHRT TRM CORP BD
SJNK
9.04%
SHT TRM HGH YLD
IEFA
8.78%
CORE MSCI EAFE
IJH
6.42%
CORE S&P MCP ETF
SHY
6.33%
1-3 YR TR BD ETF
BND
4.95%
TOTAL BND MRKT
VNQ
4.87%
REIT ETF
BSV
4.19%
SHORT TRM BOND
VWO
3.52%
FTSE EMR MKT ETF
IJR
3.09%
CORE S&P SCP ETF
SDY
2.03%
S&P DIVID ETF
XLK
1.96%
TECHNOLOGY
EMLP
1.95%
NO AMER ENERGY
XLF
1.95%
SBI INT-FINL
XLE
1.78%
SBI INT-ENERGY
FLRN
1.51%
INV GRD FLT RT
BIV
1.15%
INTERMED TERM
VYMI
0.96%
INTL HIGH ETF
BLV
0.76%
LONG TERM BOND
BTZ
0.64%
COM
HIO
0.64%
COM
FPF
0.63%
COM
JFR
0.62%
COM
BDJ
0.59%
COM
BIL
0.5%
BRCLYS 1-3MT ETF
PGX
0.44%
PFD ETF
CWI
0.38%
MSCI ACWI EXUS
AGG
0.3%
CORE TOTUSBD ETF
VXF
0.29%
EXTEND MKT ETF
HD
0.2%
COM
KO
0.18%
COM
NSC
0.15%
COM