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
$1.34B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,391
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.38M
3
+$6.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.57M
5
AXP icon
American Express
AXP
+$6.22M

Top Sells

1
+$13.2M
2
+$10.7M
3
+$8.89M
4
ORCL icon
Oracle
ORCL
+$8M
5
V icon
Visa
V
+$7.04M

Sector Composition

1 Technology 16.57%
2 Financials 10.31%
3 Healthcare 6.44%
4 Industrials 6.16%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$317K 0.02%
+19,903
277
$316K 0.02%
10,112
-1,267
278
$316K 0.02%
4,242
+3,730
279
$311K 0.02%
3,006
+232
280
$310K 0.02%
2,765
+45
281
$309K 0.02%
667
-23
282
$308K 0.02%
7,984
-866
283
$306K 0.02%
11,616
284
$301K 0.02%
4,818
-1,732
285
$295K 0.02%
756
286
$294K 0.02%
+3,060
287
$292K 0.02%
1,014
+65
288
$290K 0.02%
300
-128
289
$289K 0.02%
5,026
+4,744
290
$280K 0.02%
6,038
-16,769
291
$279K 0.02%
1,680
-164
292
$277K 0.02%
1,557
-1,010
293
$277K 0.02%
+1,504
294
$277K 0.02%
3,302
-2,868
295
$276K 0.02%
4,596
-1,827
296
$276K 0.02%
3,497
+21
297
$276K 0.02%
21,147
+780
298
$271K 0.02%
1,892
-61
299
$271K 0.02%
6,004
+2,180
300
$270K 0.02%
3,628
+461
10 11
12
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