STRATEGIC WEALTH Overview
Strategic Wealth Management Inc is an investment advisor that manages 364.6 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 105MM in positions, representing 29% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 105MM in positions, representing 29% of the manager's regulatory AUM.
STRATEGIC WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATEGIC WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XLV | 5.29% | ETF | 15.8% | 0.28% | 0 | 9% | ||
| ITA | 4.83% | ETF | 3.9% | -0.34% | 0 | 2% | ||
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FEATURED IN
STRATEGIC WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Patrick L. Sizemore | Ceo, President And Chief Compliance Officer | September-1988 |
| James M. Sizemore | Cfo | December-1993 |
STRATEGIC WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STRATEGIC WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our firm employs the following types of analysis to formulate client recommendations.
Fundamental analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company, security sector or asset class is underpriced
(indication it may be a good time to buy) or overpriced (indicating it may be time to sell).
10
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize...
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Our firm employs the following types of analysis to formulate client recommendations.
Fundamental analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company, security sector or asset class is underpriced
(indication it may be a good time to buy) or overpriced (indicating it may be time to sell).
10
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize...
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STRATEGIC WEALTH Portfolio Concentration
STRATEGIC WEALTH Location
550 KIRKLAND WAY, SUITE 200
KIRKLAND, Washington
UNITED STATES, 98033-6240
KIRKLAND, Washington
UNITED STATES, 98033-6240
STRATEGIC WEALTH Contact Information
Phone Number: 425-250-7600
Fax Number: 425-250-7636
Website: http://www.swm.com
Fax Number: 425-250-7636
Website: http://www.swm.com
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