SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.34B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.86M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$5.64M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$4.73M

Top Sells

1
+$11.2M
2
+$6.3M
3
+$6.15M
4
TSN icon
Tyson Foods
TSN
+$5.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.22M

Sector Composition

1 Technology 13.87%
2 Healthcare 12.68%
3 Consumer Staples 6.79%
4 Financials 6.64%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
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