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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
301
– –
-4,226
302
– –
-8,531
303
– –
-7,322
304
– –
-10,112
305
– –
-12,456
306
– –
-1,841
307
– –
-41,806
308
– –
-6,579
309
– –
-7,950
310
– –
-3,448
311
– –
-4,480
9 10 11 12
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