SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.27B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$7.82M
2 +$7.33M
3 +$6.6M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$6.25M
5
LAZ icon
Lazard
LAZ
+$3.67M

Top Sells

1 +$9.38M
2 +$6.32M
3 +$5.54M
4
CB icon
Chubb
CB
+$4.18M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.8M

Sector Composition

1 Technology 13.31%
2 Financials 9.81%
3 Healthcare 8.85%
4 Industrials 5%
5 Consumer Staples 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-19,535
302
-49,552
303
-92,222
304
-10,107
305
-7,516
306
-24,042
307
-7,872