SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
+1.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
-$21.3M
(-11%)
Cap. Flow
-$29.9M
Cap. Flow
% of AUM
-17.32%
Top 10 Holdings %
Top 10 Hldgs %
29.08%
Holding
926
New
67
Increased
75
Reduced
193
Closed
122
Top Buys
Top Sells
| 1 |
SPDR S&P Global Natural Resources ETF
GNR
|
$2.74M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$2.59M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$2.33M |
| 4 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$2.09M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.96M |
Sector Composition
| 1 | Financials | 7.19% |
| 2 | Technology | 6.32% |
| 3 | Healthcare | 6.19% |
| 4 | Consumer Discretionary | 5.2% |
| 5 | Industrials | 5.11% |
