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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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STRATEGIC WEALTH MANAGEMENT INC ADV

Time Period2019-03-31

Total Holdings23

Total Value ($x1000)108,904
Activities
New2

Increased2

Unchanged6

Decreased13

Sold Out1

Top 10 Stock Holdingstotal 65.98%
12.34

11.85

8.91

5.33

VWO5.28

 
4.56

QUAL4.51

PKW4.45

DIA4.42

RODM4.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
HARBOR C...
12.34%
EQ FUND
AKRE FOC...
11.85%
EQ FUND
ELEMENTS...
8.91%
EQ FUND
BUFFALO ...
5.33%
EQ FUND
VWO
5.28%
FTSE EMR MKT ETF
DODGE & ...
4.56%
EQ FUND
QUAL
4.51%
MSCI USA QLT FAC
PKW
4.45%
DYNA BUYBK ACH
DIA
4.42%
UT SER 1
RODM
4.33%
DEV MK X US ST
EEM
4.3%
MSCI EMG MKT ETF
ITA
4.13%
U.S. AER&DEF ETF
FDN
3.64%
DJ INTERNT IDX
IWD
3.52%
RUS 1000 VAL ETF
IYT
3.25%
TRANS AVG ETF
XLF
2.86%
SBI INT-FINL
XLY
2.68%
SBI CONS DISCR
IWS
2.67%
RUS MDCP VAL ETF
XLV
2.6%
SBI HEALTHCARE
FXG
2.6%
CONSUMR STAPLE
IJK
1.37%
S&P MC 400GR ETF
ONESOURC...
0.22%
ANNUITY
XLE
0.19%
SBI INT-ENERGY
EWH
2.81%
MSCI HONG KG ETF