SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
-1.97%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$13.7M
(+7.6%)
Cap. Flow
+$8.94M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
21.93%
Holding
878
New
124
Increased
140
Reduced
152
Closed
45
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.75M |
| 2 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$3.74M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.31M |
| 4 |
Invesco Preferred ETF
PGX
|
$2.46M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.43M |
Sector Composition
| 1 | Financials | 8.38% |
| 2 | Healthcare | 7.07% |
| 3 | Technology | 6.08% |
| 4 | Industrials | 5.43% |
| 5 | Consumer Staples | 4.59% |
