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
251
$367K 0.03%
+1,648
252
$362K 0.03%
+5,176
253
$353K 0.03%
+11,379
254
$349K 0.03%
+864
255
$345K 0.03%
+2,341
256
$343K 0.03%
+428
257
$340K 0.03%
+8,168
258
$335K 0.03%
+5,001
259
$333K 0.03%
+6,574
260
$330K 0.03%
+6,296
261
$326K 0.03%
+3,000
262
$325K 0.03%
+2,720
263
$323K 0.03%
+429
264
$322K 0.03%
+3,080
265
$320K 0.03%
+30,167
266
$318K 0.03%
+1,165
267
$318K 0.03%
+4,112
268
$317K 0.03%
+2,774
269
$314K 0.02%
+949
270
$304K 0.02%
+690
271
$301K 0.02%
+2,482
272
$298K 0.02%
+11,263
273
$297K 0.02%
+13,800
274
$297K 0.02%
+6,406
275
$296K 0.02%
+793
9 10
11
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