SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
+9.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
+$19.7M
(+9.9%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
9.02%
Top 10 Holdings %
Top 10 Hldgs %
30.72%
Holding
860
New
111
Increased
160
Reduced
126
Closed
73
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.35M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.55M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$3.3M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.8M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$1.42M |
Top Sells
Sector Composition
| 1 | Financials | 7.21% |
| 2 | Technology | 6.22% |
| 3 | Healthcare | 6.15% |
| 4 | Industrials | 5.64% |
| 5 | Consumer Discretionary | 4.56% |
