Strategic Wealth Management

Latest statistics and disclosures from Strategic Wealth Management's latest quarterly 13F-HR filing:

Companies in the Strategic Wealth Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Elements Us Large Cap Fund mut 21.50 1.46M +14% 10.59
Dodge & Cox Stk Fd Com mutual funds 8.52 30573 +343% 200.50
Db-x Msci Eafe Currency-hedged 8.40 195228 +11% 30.98
Akre Focus Institutional Fund equity mutual fu 8.30 192356 -7% 31.06
Buffalo Science & Tech Fd 8.11 240505 -8% 24.26
Harbor Capital Appreciation mf 7.10 70851 +89% 72.17
iShares FTSE/Xinhua China 25 Index (FXI) 6.88 111979 +6% 44.25
First Trust DJ Internet Index Fund (FDN) 6.69 47549 +10% 101.29
iShares Dow Jones US Aerospace & Def.ETF (ITA) 5.65 22836 -6% 178.05
Health Care SPDR (XLV) 5.02 44676 +11% 80.83
iShares Dow Jones Transport. Avg. (IYT) 4.52 18230 -2% 178.44
First Trust Financials AlphaDEX Fd (FXO) 3.31 81782 +11% 29.11
Financial Select Sector SPDR (XLF) 2.36 65778 25.86
iShares S&P; MidCap 400 Growth (IJK) 1.92 6817 -15% 202.29
iShares S&P; MidCap 400 Value Index (IJJ) 1.42 6710 -11% 152.76
Motorola Inc Old 0.29 10788 19.56

Past 13F-HR SEC Filings by Strategic Wealth Management

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