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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
326
$12K 0.01%
+196
327
$12K 0.01%
+200
328
$12K 0.01%
+192
329
$11K 0.01%
+34
330
$11K 0.01%
+377
331
$11K 0.01%
+165
332
$11K 0.01%
+125
333
$11K 0.01%
+64
334
$11K 0.01%
+205
335
$11K 0.01%
+150
336
$11K 0.01%
+414
337
$11K 0.01%
+641
338
$11K 0.01%
+200
339
$11K 0.01%
+1,020
340
$10K 0.01%
+67
341
$10K 0.01%
+300
342
$10K 0.01%
+800
343
$10K 0.01%
+1,650
344
$10K 0.01%
+166
345
$10K 0.01%
+75
346
$9K 0.01%
+51
347
$9K 0.01%
+54
348
$9K 0.01%
+260
349
$9K 0.01%
+81
350
$9K 0.01%
+100
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