SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
+5.42%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$14.9M
(+8.6%)
Cap. Flow
+$2.52M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
27.69%
Holding
789
New
21
Increased
91
Reduced
143
Closed
79
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.03M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$3.57M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$3.49M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$3.32M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$3.06M |
Top Sells
Sector Composition
| 1 | Financials | 7.61% |
| 2 | Healthcare | 6.82% |
| 3 | Technology | 6.63% |
| 4 | Industrials | 5.54% |
| 5 | Consumer Discretionary | 5.38% |
