WR

Watson Rebecca

13F
Watson Rebecca
Last update 2020-12-01 74 Stocks (0 new)
Value $162.00 Mil Turnover 7 %
Countries:
Top Holdings: USMV(15.39%)AGG(11.27%)IUSG(10.81%)GSIE(5.47%)IGSB(3.88%)
Portfolio Report
Summary Stock Picks Current Portfolio
Watson Rebecca Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USMV 		iShares MSCI USA Min Vol Factor ETF
390,261
24871.000
-2.76%
15.390
-0.42%
0.100
+5.52%
+16.81%
24228.004
 
AGG 		iShares Core U.S. Aggregate Bond ETF
154,289
18215.000
+8.92%
11.270
+0.92%
0.020
+0.11%
-0.83%
117688.325
 
IUSG 		iShares Core S&P U.S. Growth ETF
218,470
17473.000
+7.07%
10.810
+0.71%
0.180
+8.24%
+29.15%
20100.999
 
JPST 		JPMorgan Ultra-Short Income ETF
266,800
13552.000
+4.26%
8.390
+0.34%
0.070
+0.06%
+0.72%
26820.289
 
GSIE 		Goldman Sachs ActiveBeta International Equity ETF
314,283
8847.000
+19.63%
5.470
+0.90%
0.320
+1.87%
+6.92%
3659.463
 
IGSB 		iShares 1-3 Year Credit Bond ETF
114,124
6267.000
+8.13%
3.880
+0.29%
0.030
+0.74%
+1.52%
20910.526
 
QLTA 		iShares Aaa - A Rated Corporate Bond ETF
100,294
5800.000
+23.81%
3.590
+0.69%
0.410
+0.63%
-0.81%
1604.145
 
IHI 		iShares U.S. Medical Devices ETF
114,846
5735.000
+7.49%
3.550
+0.25%
0.010
+8.27%
+9.12%
4855.540
 
IVV 		iShares Core S&P 500 ETF
15,425
5184.000
+8.22%
3.210
+0.24%
0.000
+6.62%
+22.20%
548049.583
 
QQQ 		PowerShares QQQ Trust Ser 1
15,688
4359.000
+0.34%
2.700
+0.01%
0.000
+7.00%
+20.97%
298800.510
 

Watson Rebecca's Historical Top Holdings Breakdowns

Watson Rebecca Total Holding History ($B)

To

Watson Rebecca's Asset Allocation

To

Watson Rebecca Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Watson Rebecca's Hypothetical Growth since 2020-09-30

Watson Rebecca's Yearly Returns

Year Portfolio % % Excess Gain %

Watson Rebecca's Holdings Heat Map

Size field:

Watson Rebecca's Holdings Bubble Chart

Watson Rebecca News

  • 1

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