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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
$652M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8M
3
+$7.01M
4
MBB icon
iShares MBS ETF
MBB
+$5.49M
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$4.65M

Top Sells

1
+$6.67M
2
+$2M
3
+$1.9M
4
AMGN icon
Amgen
AMGN
+$1.04M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$521K

Sector Composition

1 Technology 12.22%
2 Healthcare 9.91%
3 Consumer Staples 7.16%
4 Financials 5.04%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$154K 0.02%
+12,237
252
$143K 0.02%
10,449
253
$118K 0.02%
28,842
-997
254
$92.5K 0.01%
14,608
-19,406
255
$74.9K 0.01%
19,003
+154
256
$64.5K 0.01%
10,363
-402
257
$36.4K 0.01%
30,345
-1,258
258
$13.6K ﹤0.01%
11,025
+1,000
259
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260
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261
– –
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262
– –
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263
– –
-652
264
– –
-4,089
265
– –
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266
– –
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267
– –
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268
– –
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269
– –
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270
– –
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271
– –
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272
– –
-3,409
273
– –
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274
– –
-1,260
275
– –
-1,780
8 9 10
11
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