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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Elements Us Large Cap Fund mut 22.03 NEW 1.28M 10.21
Buffalo Science & Tech Fd 10.14 -28% 261475 22.95
Akre Focus Institutional Fund equity mutual fu 9.92 -29% 207960 28.23
Db-x Msci Eafe Currency-hedged 8.83 174540 29.91
iShares FTSE/Xinhua China 25 Index (FXI) 7.08 105222 39.82
First Trust DJ Internet Index Fund (FDN) 6.90 -58% 43057 94.83
iShares Dow Jones US Aerospace & Def.ETF (ITA) 6.53 24531 157.35
iShares Dow Jones Transport. Avg. (IYT) 5.45 +2% 18745 172.05
Health Care SPDR (XLV) 5.34 40235 78.52
Harbor Capital Appreciation mf 4.19 +4% 37327 66.44
First Trust Financials AlphaDEX Fd (FXO) 3.61 -58% 73397 29.11
Financial Select Sector SPDR (XLF) 2.78 +90% 66750 24.67
iShares S&P; MidCap 400 Growth (IJK) 2.69 8109 196.57
Dodge & Cox Stk Fd Com mutual funds 2.24 +32% 6886 192.71
iShares S&P; MidCap 400 Value Index (IJJ) 1.91 +2% 7589 148.50
Motorola Inc Old 0.34 10788 18.91

Past 13F-HR SEC Filings by Strategic Wealth Management

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