SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.27B
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
+$6.5M
2
+$4.66M
3
+$4.49M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.16M
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
26
$1.63M 0.9%
+22,214
27
$1.62M 0.9%
+23,775
28
$1.57M 0.87%
+34,009
29
$1.56M 0.87%
+25,417
30
$1.51M 0.84%
+18,594
31
$1.47M 0.82%
+17,833
32
$1.45M 0.8%
+26,598
33
$1.42M 0.79%
+15,863
34
$1.41M 0.78%
+16,837
35
$1.39M 0.77%
+12,693
36
$1.39M 0.77%
+9,734
37
$1.33M 0.74%
+17,642
38
$1.31M 0.73%
+13,663
39
$1.28M 0.71%
+11,742
40
$1.25M 0.7%
+13,375
41
$1.25M 0.69%
+16,551
42
$1.25M 0.69%
+24,200
43
$1.22M 0.68%
+26,332
44
$1.2M 0.67%
+14,180
45
$1.16M 0.65%
+37,805
46
$1.15M 0.64%
+6,013
47
$1.15M 0.64%
+12,346
48
$1.13M 0.63%
+33,238
49
$1.12M 0.62%
+9,570
50
$1.11M 0.62%
+17,199
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2
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