SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.27B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$3.55M
3 +$3.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.8M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.42M

Sector Composition

1 Financials 7.21%
2 Technology 6.22%
3 Healthcare 6.15%
4 Industrials 5.64%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$10K ﹤0.01%
328
+61
377
$10K ﹤0.01%
+301
378
$10K ﹤0.01%
+464
379
$10K ﹤0.01%
+400
380
$10K ﹤0.01%
+1,000
381
$9K ﹤0.01%
116
382
$9K ﹤0.01%
79
+5
383
$9K ﹤0.01%
245
+1
384
$9K ﹤0.01%
+111
385
$9K ﹤0.01%
142
386
$9K ﹤0.01%
278
387
$9K ﹤0.01%
151
388
$9K ﹤0.01%
100
389
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+864
390
$9K ﹤0.01%
5
391
$9K ﹤0.01%
+420
392
$9K ﹤0.01%
100
+55
393
$8K ﹤0.01%
+74
394
$8K ﹤0.01%
+145
395
$8K ﹤0.01%
500
396
$8K ﹤0.01%
40
397
$8K ﹤0.01%
135
398
$8K ﹤0.01%
268
399
$7K ﹤0.01%
250
-52
400
$7K ﹤0.01%
100