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
326
$179K 0.01%
+4,651
327
$177K 0.01%
+3,824
328
$177K 0.01%
+6,027
329
$176K 0.01%
+22,575
330
$176K 0.01%
+1,058
331
$174K 0.01%
+2,961
332
$173K 0.01%
+1,578
333
$173K 0.01%
+3,095
334
$172K 0.01%
+1,274
335
$171K 0.01%
+3,390
336
$170K 0.01%
+322
337
$170K 0.01%
+1,408
338
$170K 0.01%
+1,266
339
$170K 0.01%
+5,581
340
$168K 0.01%
+15,503
341
$162K 0.01%
+3,247
342
$159K 0.01%
+791
343
$156K 0.01%
+4,059
344
$155K 0.01%
+1,052
345
$154K 0.01%
+1,217
346
$153K 0.01%
+1,907
347
$153K 0.01%
+3,237
348
$152K 0.01%
+15,664
349
$150K 0.01%
+486
350
$147K 0.01%
+598
12 13
14
15 16