SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.27B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$6.89M
2 +$5.64M
3 +$4.78M
4
C icon
Citigroup
C
+$4.14M
5
SCHW icon
Charles Schwab
SCHW
+$4.11M

Top Sells

1 +$7.68M
2 +$6.25M
3 +$5.41M
4
VSTS icon
Vestis
VSTS
+$4.29M
5
DRI icon
Darden Restaurants
DRI
+$4.22M

Sector Composition

1 Technology 15.62%
2 Financials 8.75%
3 Healthcare 8.31%
4 Industrials 4.7%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$277K 0.03%
+8,960
252
$276K 0.03%
4,100
-46
253
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2,087
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254
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256
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1,578
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257
$264K 0.03%
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258
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2,327
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259
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260
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261
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3,120
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262
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264
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265
$244K 0.03%
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266
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$240K 0.03%
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8,068
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269
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1,590
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271
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5,416
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272
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283
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273
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3,046
-13,672
274
$217K 0.02%
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275
$217K 0.02%
3,703
-1,252