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
101
$613K 0.34%
+3,079
102
$607K 0.34%
+7,469
103
$606K 0.34%
+11,214
104
$582K 0.32%
+12,910
105
$580K 0.32%
+7,218
106
$562K 0.31%
+14,529
107
$537K 0.3%
+10,358
108
$514K 0.29%
+3,342
109
$513K 0.28%
+9,080
110
$505K 0.28%
+7,142
111
$504K 0.28%
+13,691
112
$491K 0.27%
+6,002
113
$447K 0.25%
+7,343
114
$434K 0.24%
+20,840
115
$414K 0.23%
+16,609
116
$398K 0.22%
+4,567
117
$396K 0.22%
+5,407
118
$395K 0.22%
+9,135
119
$388K 0.22%
+8,327
120
$381K 0.21%
+7,488
121
$380K 0.21%
+7,240
122
$368K 0.2%
+7,303
123
$348K 0.19%
+7,870
124
$342K 0.19%
+1,423
125
$326K 0.18%
+6,302
3 4
5
6 7