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
401
$5K ﹤0.01%
+2,000
402
$5K ﹤0.01%
+84
403
$5K ﹤0.01%
+41
404
$5K ﹤0.01%
+40
405
$5K ﹤0.01%
+129
406
$5K ﹤0.01%
+133
407
$5K ﹤0.01%
+187
408
$5K ﹤0.01%
+339
409
$5K ﹤0.01%
+500
410
$5K ﹤0.01%
+142
411
$4K ﹤0.01%
+25
412
$4K ﹤0.01%
+42
413
$4K ﹤0.01%
+58
414
$4K ﹤0.01%
+53
415
$4K ﹤0.01%
+50
416
$4K ﹤0.01%
+39
417
$4K ﹤0.01%
+27
418
$4K ﹤0.01%
+72
419
$4K ﹤0.01%
+50
420
$4K ﹤0.01%
+67
421
$4K ﹤0.01%
+800
422
$4K ﹤0.01%
+225
423
$4K ﹤0.01%
+67
424
$4K ﹤0.01%
+127
425
$4K ﹤0.01%
+59
15 16
17
18 19