SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.34B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.66M
3
+$4.49M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.16M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.57%
2 Healthcare 7.31%
3 Technology 5.9%
4 Industrials 5.62%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K 0.01%
+1,200
302
$13K 0.01%
+243
303
$13K 0.01%
+800
304
$13K 0.01%
+235
305
$13K 0.01%
+450
306
$13K 0.01%
+220
307
$13K 0.01%
+100
308
$13K 0.01%
+108
309
$13K 0.01%
+195
310
$13K 0.01%
+168
311
$13K 0.01%
+321
312
$13K 0.01%
+400
313
$13K 0.01%
+322
314
$12K 0.01%
+125
315
$12K 0.01%
+500
316
$12K 0.01%
+250
317
$12K 0.01%
+192
318
$12K 0.01%
+235
319
$12K 0.01%
+392
320
$12K 0.01%
+125
321
$12K 0.01%
+106
322
$12K 0.01%
+199
323
$12K 0.01%
+100
324
$12K 0.01%
+196
325
$12K 0.01%
+387
11 12
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