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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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.56M
3
+$3.5M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.98M

Top Sells

1
+$4.37M
2
+$4.22M
3
+$4.15M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$909K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$786K

Sector Composition

1 Financials 7.61%
2 Healthcare 6.82%
3 Technology 6.63%
4 Industrials 5.54%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
100
352
$8K ﹤0.01%
137
353
$8K ﹤0.01%
400
354
$8K ﹤0.01%
270
355
$8K ﹤0.01%
671
356
$7K ﹤0.01%
188
-92
357
$7K ﹤0.01%
100
358
$7K ﹤0.01%
142
359
$7K ﹤0.01%
246
360
$7K ﹤0.01%
124
361
$7K ﹤0.01%
84
362
$7K ﹤0.01%
114
-3,031
363
$7K ﹤0.01%
37
364
$7K ﹤0.01%
135
365
$7K ﹤0.01%
25
366
$7K ﹤0.01%
4,032
367
$6K ﹤0.01%
1,100
-1,500
368
$6K ﹤0.01%
102
369
$6K ﹤0.01%
277
370
$6K ﹤0.01%
266
371
$6K ﹤0.01%
321
372
$6K ﹤0.01%
2,215
373
$6K ﹤0.01%
196
+26
374
$6K ﹤0.01%
+100
375
$6K ﹤0.01%
400
13 14
15
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