SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
-2.77%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$759M
AUM Growth
+$759M
(-1.8%)
Cap. Flow
+$9.68M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
30.18%
Holding
299
New
14
Increased
114
Reduced
132
Closed
15
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$25.1M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$19.5M |
| 3 |
Vanguard Utilities ETF
VPU
|
$6.01M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.96M |
| 5 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$3.8M |
Top Sells
| 1 |
Clockwise Core Equity & Innovation ETF
TIME
|
$48.4M |
| 2 |
Amazon
AMZN
|
$4.42M |
| 3 |
iShares Biotechnology ETF
IBB
|
$4.31M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$3.55M |
| 5 |
Walmart
WMT
|
$3.04M |
Sector Composition
| 1 | Technology | 11.04% |
| 2 | Healthcare | 10.05% |
| 3 | Financials | 8.16% |
| 4 | Consumer Staples | 5.33% |
| 5 | Industrials | 4.48% |
