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
276
$294K 0.02%
+1,844
277
$284K 0.02%
+3,091
278
$284K 0.02%
+11,616
279
$282K 0.02%
+3,601
280
$280K 0.02%
+1,335
281
$278K 0.02%
+3,431
282
$278K 0.02%
+499
283
$274K 0.02%
+11,314
284
$274K 0.02%
+3,476
285
$272K 0.02%
+3,851
286
$272K 0.02%
+389
287
$269K 0.02%
+921
288
$268K 0.02%
+1,953
289
$267K 0.02%
+4,808
290
$260K 0.02%
+2,880
291
$257K 0.02%
+20,367
292
$256K 0.02%
+1,412
293
$251K 0.02%
+3,484
294
$250K 0.02%
+2,275
295
$245K 0.02%
+756
296
$244K 0.02%
+3,531
297
$243K 0.02%
+1,350
298
$240K 0.02%
+1,217
299
$233K 0.02%
+3,167
300
$231K 0.02%
+1,112
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