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
+$6.59M
2
+$4.69M
3
+$4.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.15M
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%
+450
303
$13K 0.01%
+108
304
$13K 0.01%
+195
305
$13K 0.01%
+168
306
$13K 0.01%
+243
307
$13K 0.01%
+800
308
$13K 0.01%
+321
309
$13K 0.01%
+400
310
$13K 0.01%
+220
311
$13K 0.01%
+100
312
$13K 0.01%
+322
313
$13K 0.01%
+235
314
$12K 0.01%
+192
315
$12K 0.01%
+235
316
$12K 0.01%
+106
317
$12K 0.01%
+199
318
$12K 0.01%
+125
319
$12K 0.01%
+500
320
$12K 0.01%
+250
321
$12K 0.01%
+149
322
$12K 0.01%
+100
323
$12K 0.01%
+196
324
$12K 0.01%
+387
325
$12K 0.01%
+100
11 12
13
14 15