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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
$911M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$5.11M
3
+$4.41M
4
VSTS icon
Vestis
VSTS
+$4.41M
5
DRI icon
Darden Restaurants
DRI
+$4.19M

Top Sells

1
+$4.85M
2
+$4.52M
3
+$4.18M
4
PRGO icon
Perrigo
PRGO
+$3.98M
5
HAS icon
Hasbro
HAS
+$3.94M

Sector Composition

1 Technology 14.14%
2 Financials 9.42%
3 Healthcare 8.41%
4 Industrials 5.41%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$72K 0.01%
10,510
-1,450
277
$29.1K ﹤0.01%
12,892
278
$13K ﹤0.01%
19,728
+2,400
279
– –
-11,434
280
– –
-9,574
281
– –
-4,275
282
– –
-2,083
283
– –
-10,673
284
– –
-4,061
285
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-21,641
286
– –
-7,315
287
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-5,195
288
– –
-3,998
289
– –
-23,827
290
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-6,479
291
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0
292
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-15,180
293
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-20,815
294
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295
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296
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297
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298
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299
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-10,000
300
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-4,002
9 10 11
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