SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
-2.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$512M
AUM Growth
+$512M
(-2.9%)
Cap. Flow
+$3.23M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
23.99%
Holding
296
New
15
Increased
106
Reduced
118
Closed
44
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$11.2M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.3M |
| 3 |
Ericsson
ERIC
|
$6.15M |
| 4 |
Tyson Foods
TSN
|
$5.11M |
| 5 |
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% |
