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
$1.34B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,391
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.38M
3
+$6.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.57M
5
AXP icon
American Express
AXP
+$6.22M

Top Sells

1
+$13.2M
2
+$10.7M
3
+$8.89M
4
ORCL icon
Oracle
ORCL
+$8M
5
V icon
Visa
V
+$7.04M

Sector Composition

1 Technology 16.57%
2 Financials 10.31%
3 Healthcare 6.44%
4 Industrials 6.16%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$171K 0.01%
3,315
+78
352
$171K 0.01%
4,585
+4,385
353
$170K 0.01%
1,008
354
$169K 0.01%
665
+153
355
$168K 0.01%
342
356
$168K 0.01%
395
357
$167K 0.01%
2,338
-834
358
$166K 0.01%
816
-230
359
$165K 0.01%
+2,351
360
$164K 0.01%
+4,805
361
$163K 0.01%
267
+35
362
$162K 0.01%
+3,712
363
$161K 0.01%
1,672
-1,419
364
$160K 0.01%
1,354
-224
365
$160K 0.01%
854
-204
366
$159K 0.01%
1,183
-1,107
367
$153K 0.01%
974
+650
368
$152K 0.01%
765
-452
369
$152K 0.01%
1,350
+950
370
$152K 0.01%
2,940
-450
371
$150K 0.01%
1,684
+1,318
372
$150K 0.01%
+3,979
373
$150K 0.01%
+3,504
374
$149K 0.01%
1,773
-134
375
$148K 0.01%
358
13 14
15
16 17