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
451
$3K ﹤0.01%
+600
452
$2K ﹤0.01%
+100
453
$2K ﹤0.01%
+100
454
$2K ﹤0.01%
+7
455
$2K ﹤0.01%
+41
456
$2K ﹤0.01%
+23
457
$2K ﹤0.01%
+24
458
$2K ﹤0.01%
+21
459
$2K ﹤0.01%
+133
460
$2K ﹤0.01%
+200
461
$2K ﹤0.01%
+60
462
$2K ﹤0.01%
+34
463
$2K ﹤0.01%
+1
464
$2K ﹤0.01%
+82
465
$2K ﹤0.01%
+56
466
$2K ﹤0.01%
+64
467
$2K ﹤0.01%
+100
468
$2K ﹤0.01%
+50
469
$2K ﹤0.01%
+51
470
$2K ﹤0.01%
+106
471
$2K ﹤0.01%
+1,200
472
$2K ﹤0.01%
+129
473
$2K ﹤0.01%
+66
474
$2K ﹤0.01%
+875
475
$2K ﹤0.01%
+20
16 17 18
19
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