SW

STRATEGIC WEALTH MANAGEMENT INC

13F
STRATEGIC WEALTH MANAGEMENT INC
Last update 2022-02-07 71 Stocks (3 new)
Value $202.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHO(11.50%)XLY(5.76%)FSK(3.21%)FXG(2.75%)FDN(2.72%)
Summary Stock Picks Current Portfolio
STRATEGIC WEALTH MANAGEMENT IN... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHO
Schwab Short-Term U.S. Treasury ETF
457,418
23,260.0
0%
11.500
0%
0.280
+0.74%
+3.17%
10,966.2
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
57,043
11,662.0
-6.70%
5.760
-0.38%
0.050
+23.96%
-0.02%
22,724.5
 
FSK
FS KKR Capital Corp
310,430
6,500.0
+0.04%
3.210
0%
0.110
+19.81%
+8.55%
6,172.7
Asset Management
FXG
First Trust Consumer Staples AlphaDEX Fund
First Trust Consumer Staples AlphaDEX Fund
89,927
5,567.0
0%
2.750
0%
1.370
-1.69%
-0.36%
283.7
 
FDN
First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
24,335
5,503.0
+75.77%
2.720
+1.17%
0.070
+30.99%
+11.15%
7,432.7
 
GLD
SPDR Gold Shares ETF
32,132
5,494.0
-1.00%
2.720
-0.03%
0.010
-0.78%
+29.32%
103,112.1
 
EMQQ
ETCT EMQQ The Emerging Markets Internet and Ecomme
ETCT EMQQ The Emerging Markets Internet and Ecomme
127,302
5,461.0
0%
2.700
0%
0.590
+17.04%
+21.29%
365.9
 
QQQ
PowerShares QQQ Trust Ser 1
13,466
5,357.0
0%
2.650
0%
0.000
+30.41%
+10.64%
359,714.8
 
PDI
PIMCO Dynamic Income Fund
200,185
5,187.0
+2.22%
2.560
+0.06%
0.090
+11.60%
+12.32%
7,188.1
Asset Management
CLOU
Global X Cloud Computing ETF
171,195
4,540.0
0%
2.240
0%
0.410
+23.64%
-2.21%
333.0
 

STRATEGIC WEALTH MANAGEMENT INC's Historical Top Holdings Breakdowns

STRATEGIC WEALTH MANAGEMENT INC Total Holding History ($B)

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STRATEGIC WEALTH MANAGEMENT INC's Asset Allocation

To

STRATEGIC WEALTH MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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STRATEGIC WEALTH MANAGEMENT INC's Hypothetical Growth since 2021-12-31

STRATEGIC WEALTH MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

STRATEGIC WEALTH MANAGEMENT INC's Holdings Heat Map

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STRATEGIC WEALTH MANAGEMENT INC's Holdings Bubble Chart

STRATEGIC WEALTH MANAGEMENT INC News

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