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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
476
$1K ﹤0.01%
+29
477
$1K ﹤0.01%
+17
478
$1K ﹤0.01%
+516
479
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+28
480
$1K ﹤0.01%
+2
481
$1K ﹤0.01%
+2
482
$1K ﹤0.01%
+40
483
$1K ﹤0.01%
+30
484
$1K ﹤0.01%
+20
485
$1K ﹤0.01%
+20
486
$1K ﹤0.01%
+13
487
$1K ﹤0.01%
+93
488
$1K ﹤0.01%
+23
489
$1K ﹤0.01%
+120
490
$1K ﹤0.01%
+71
491
$1K ﹤0.01%
+12
492
$1K ﹤0.01%
+10
493
$1K ﹤0.01%
+2
494
$1K ﹤0.01%
+300
495
$1K ﹤0.01%
+60
496
$1K ﹤0.01%
+65
497
$1K ﹤0.01%
+5
498
$1K ﹤0.01%
+1
499
$1K ﹤0.01%
+100
500
$1K ﹤0.01%
+100
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