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
301
$231K 0.02%
+118
302
$228K 0.02%
+1,734
303
$222K 0.02%
+2,005
304
$220K 0.02%
+3,100
305
$219K 0.02%
+2,455
306
$213K 0.02%
+5,048
307
$213K 0.02%
+3,172
308
$212K 0.02%
+794
309
$204K 0.02%
+5,576
310
$203K 0.02%
+1,046
311
$202K 0.02%
+4,077
312
$201K 0.02%
+3,032
313
$199K 0.02%
+3,750
314
$197K 0.02%
+2,455
315
$195K 0.02%
+1,472
316
$192K 0.02%
+6,675
317
$191K 0.02%
+395
318
$188K 0.01%
+2,099
319
$187K 0.01%
+7,881
320
$185K 0.01%
+8,244
321
$184K 0.01%
+3,623
322
$183K 0.01%
+4,048
323
$183K 0.01%
+342
324
$180K 0.01%
+1,671
325
$179K 0.01%
+3,071
11 12
13
14 15