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
351
$146K 0.01%
+3,539
352
$142K 0.01%
+1,838
353
$141K 0.01%
+1,284
354
$141K 0.01%
+6,755
355
$139K 0.01%
+577
356
$138K 0.01%
+428
357
$138K 0.01%
+1,229
358
$136K 0.01%
+3,781
359
$135K 0.01%
+358
360
$135K 0.01%
+1,956
361
$131K 0.01%
+1,423
362
$131K 0.01%
+718
363
$131K 0.01%
+2,059
364
$126K 0.01%
+1,672
365
$125K 0.01%
+443
366
$123K 0.01%
+1,106
367
$121K 0.01%
+512
368
$120K 0.01%
+1,008
369
$118K 0.01%
+1,111
370
$117K 0.01%
+424
371
$116K 0.01%
+5,240
372
$116K 0.01%
+232
373
$115K 0.01%
+300
374
$114K 0.01%
+2,122
375
$114K 0.01%
+1,109
13 14
15
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