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
376
$7K ﹤0.01%
+200
377
$6K ﹤0.01%
+46
378
$6K ﹤0.01%
+100
379
$6K ﹤0.01%
+60
380
$6K ﹤0.01%
+171
381
$6K ﹤0.01%
+86
382
$6K ﹤0.01%
+116
383
$6K ﹤0.01%
+348
384
$6K ﹤0.01%
+100
385
$6K ﹤0.01%
+343
386
$6K ﹤0.01%
+100
387
$6K ﹤0.01%
+63
388
$6K ﹤0.01%
+37
389
$6K ﹤0.01%
+157
390
$6K ﹤0.01%
+1,400
391
$6K ﹤0.01%
+200
392
$5K ﹤0.01%
+100
393
$5K ﹤0.01%
+83
394
$5K ﹤0.01%
+671
395
$5K ﹤0.01%
+750
396
$5K ﹤0.01%
+200
397
$5K ﹤0.01%
+53
398
$5K ﹤0.01%
+100
399
$5K ﹤0.01%
+126
400
$5K ﹤0.01%
+89
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16
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