SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.44B
1-Year Est. Return 22.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$46.3M
3
+$36.8M
4
AAPL icon
Apple
AAPL
+$33.6M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$31.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.43%
2 Financials 10.06%
3 Healthcare 6.61%
4 Industrials 5.4%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$436K 0.03%
+3,233
227
$435K 0.03%
+1,121
228
$433K 0.03%
+3,264
229
$433K 0.03%
+10,352
230
$433K 0.03%
+3,003
231
$432K 0.03%
+988
232
$419K 0.03%
+3,462
233
$417K 0.03%
+5,500
234
$415K 0.03%
+8,980
235
$404K 0.03%
+3,063
236
$404K 0.03%
+5,738
237
$402K 0.03%
+6,423
238
$401K 0.03%
+9,458
239
$395K 0.03%
+2,567
240
$395K 0.03%
+2,155
241
$392K 0.03%
+3,813
242
$391K 0.03%
+3,960
243
$381K 0.03%
+2,992
244
$381K 0.03%
+16,696
245
$380K 0.03%
+3,079
246
$379K 0.03%
+9,284
247
$373K 0.03%
+1,800
248
$373K 0.03%
+2,290
249
$372K 0.03%
+1,446
250
$371K 0.03%
+8,850
8 9
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