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SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.44B
1-Year Est. Return 22.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.69%
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%
+108
303
$13K 0.01%
+195
304
$13K 0.01%
+168
305
$13K 0.01%
+243
306
$13K 0.01%
+800
307
$13K 0.01%
+321
308
$13K 0.01%
+400
309
$13K 0.01%
+450
310
$13K 0.01%
+220
311
$13K 0.01%
+100
312
$13K 0.01%
+322
313
$13K 0.01%
+235
314
$12K 0.01%
+106
315
$12K 0.01%
+387
316
$12K 0.01%
+100
317
$12K 0.01%
+235
318
$12K 0.01%
+392
319
$12K 0.01%
+125
320
$12K 0.01%
+125
321
$12K 0.01%
+500
322
$12K 0.01%
+250
323
$12K 0.01%
+149
324
$12K 0.01%
+199
325
$12K 0.01%
+100
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