PBWM HOLDINGS LLC Overview

Pbwm Holdings Llc is an investment advisor that manages 888.7 MM dollars in regulatory AUM and has 20 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/15 to 09/30/16. The fund's latest filing disclosed 263MM in positions, representing 30% of the manager's regulatory AUM.

PBWM HOLDINGS LLC StockAlpha

-10.5%
Top 25%
1.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PBWM HOLDINGS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSV 23.3% ETF -1.16% -0.56% 0 3%
VOO 6.6% ETF 4.05% -0% 0 2%
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FEATURED IN
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PBWM HOLDINGS LLC Founders and Key Employees

Name Title In Position Since
Scott D. Michael Chief Compliance Officer January-2015
Thomas K. Williams Chief Executive Officer January-2015
Angela M. Stephenson Chief Operations Officer January-2015
Carolyn M. Denest Owner January-2015
Angela R. Gehman Owner January-2015
Christopher M. Stock Owner January-2015
John F. Hensler President/Treasurer January-2015
Henry Posner Member Of Board Of Managers January-2015
Thomas D. Wright Chairman Of The Board January-2015
Robert A. Pietrandrea Member Of Board Of Managers January-2015
Thomas D. Wright Secretary January-2015

PBWM HOLDINGS LLC Brokers, Custodians, Auditors and Administrators

Type Company

PBWM HOLDINGS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

7

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Margin Transactions (use of borrowed assets to purchase financial instruments)
 Individual Equities/Hedging: In the event that a client transfers in or directs the purchase of a concentrated individual equity position (excluding exchange traded funds), the Registrant may utilize protective options to hedge against downside risk (to the extent...
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PBWM HOLDINGS LLC Portfolio Concentration

PBWM HOLDINGS LLC Location

1869 CHARTER LANE
SUITE 301
LANCASTER, Pennsylvania
UNITED STATES, 17601-5879

PBWM HOLDINGS LLC Contact Information

Phone Number: 717-393-9721
Fax Number: 1-877-496-2542
Website:

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