SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
+3.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$175M
Cap. Flow
% of AUM
96.91%
Top 10 Holdings %
Top 10 Hldgs %
21.93%
Holding
748
New
508
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$6.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.66M |
| 3 |
Apple
AAPL
|
$4.49M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.16M |
| 5 |
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% |
