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 09/30/16. The fund's latest filing disclosed 34MM in positions, representing 9% of the manager's regulatory AUM.

STRATEGIC WEALTH StockAlpha

-3.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

STRATEGIC WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLP 24.74% ETF -2.2% -1.48% 0 8%
XLV 17.51% ETF -4.52% -1.61% 0 8%
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FEATURED IN
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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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STRATEGIC WEALTH Portfolio Concentration

STRATEGIC WEALTH Location

550 KIRKLAND WAY, SUITE 200
KIRKLAND, Washington
UNITED STATES, 98033-6240

STRATEGIC WEALTH Contact Information

Phone Number: 425-250-7600
Fax Number: 425-250-7636
Website:

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