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
76
$826K 0.46%
+25,953
77
$823K 0.46%
+7,304
78
$821K 0.46%
+12,560
79
$811K 0.45%
+15,586
80
$805K 0.45%
+8,945
81
$776K 0.43%
+15,751
82
$773K 0.43%
+10,573
83
$772K 0.43%
+11,536
84
$771K 0.43%
+23,093
85
$769K 0.43%
+11,606
86
$767K 0.43%
+10,289
87
$762K 0.42%
+6,549
88
$758K 0.42%
+4,657
89
$752K 0.42%
+5,823
90
$744K 0.41%
+13,255
91
$741K 0.41%
+7,230
92
$724K 0.4%
+9,589
93
$706K 0.39%
+23,439
94
$697K 0.39%
+409
95
$693K 0.38%
+8,088
96
$685K 0.38%
+10,403
97
$681K 0.38%
+34,932
98
$631K 0.35%
+10,408
99
$631K 0.35%
+21,625
100
$621K 0.34%
+8,399
2 3
4
5 6