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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
426
$4K ﹤0.01%
+800
427
$4K ﹤0.01%
+225
428
$4K ﹤0.01%
+67
429
$4K ﹤0.01%
+127
430
$4K ﹤0.01%
+59
431
$4K ﹤0.01%
+31
432
$4K ﹤0.01%
+500
433
$4K ﹤0.01%
+25
434
$3K ﹤0.01%
+67
435
$3K ﹤0.01%
+29
436
$3K ﹤0.01%
+67
437
$3K ﹤0.01%
+1,000
438
$3K ﹤0.01%
+144
439
$3K ﹤0.01%
+43
440
$3K ﹤0.01%
+40
441
$3K ﹤0.01%
+35
442
$3K ﹤0.01%
+95
443
$3K ﹤0.01%
+600
444
$3K ﹤0.01%
+150
445
$3K ﹤0.01%
+400
446
$3K ﹤0.01%
+300
447
$3K ﹤0.01%
+145
448
$3K ﹤0.01%
+58
449
$3K ﹤0.01%
+36
450
$3K ﹤0.01%
+60
16 17
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