SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
+0.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$19.5M
AUM Growth
+$19.5M
(-91%)
Cap. Flow
-$3.24M
Cap. Flow
% of AUM
-16.65%
Top 10 Holdings %
Top 10 Hldgs %
39.39%
Holding
930
New
69
Increased
124
Reduced
167
Closed
56
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$230K |
| 2 |
Constellation Brands
STZ
|
$160K |
| 3 |
RTX Corp
RTX
|
$142K |
| 4 |
JPMorgan Chase
JPM
|
$124K |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
$122K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$1.24M |
| 2 |
Citigroup
C
|
$366K |
| 3 |
Morgan Stanley
MS
|
$294K |
| 4 |
Baxter International
BAX
|
$277K |
| 5 |
Elevance Health
ELV
|
$267K |
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Healthcare | 7.45% |
| 3 | Financials | 7.45% |
| 4 | Consumer Discretionary | 6.33% |
| 5 | Industrials | 5.98% |
