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
51
$1.1M 0.61%
+6,124
52
$1.09M 0.61%
+16,951
53
$1.09M 0.61%
+8,114
54
$1.07M 0.6%
+9,626
55
$1.07M 0.59%
+6,364
56
$1.05M 0.58%
+30,380
57
$1.05M 0.58%
+28,549
58
$1.03M 0.57%
+14,986
59
$1.02M 0.57%
+10,792
60
$1.01M 0.56%
+9,852
61
$1.01M 0.56%
+10,350
62
$994K 0.55%
+29,820
63
$983K 0.55%
+11,911
64
$981K 0.54%
+22,207
65
$951K 0.53%
+12,967
66
$947K 0.53%
+13,921
67
$938K 0.52%
+6,529
68
$908K 0.5%
+23,712
69
$903K 0.5%
+7,386
70
$901K 0.5%
+21,422
71
$858K 0.48%
+13,902
72
$856K 0.48%
+5,732
73
$855K 0.47%
+17,642
74
$851K 0.47%
+8,766
75
$844K 0.47%
+10,802
1 2
3
4 5