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
376
$113K 0.01%
+1,118
377
$110K 0.01%
+1,458
378
$109K 0.01%
+7,457
379
$108K 0.01%
+1,146
380
$107K 0.01%
+1,290
381
$107K 0.01%
+470
382
$106K 0.01%
+1,170
383
$105K 0.01%
+1,526
384
$105K 0.01%
+1,728
385
$103K 0.01%
+4,243
386
$103K 0.01%
+2,602
387
$102K 0.01%
+1,484
388
$102K 0.01%
+3,106
389
$102K 0.01%
+1,260
390
$101K 0.01%
+289
391
$101K 0.01%
+1,620
392
$99.7K 0.01%
+2,004
393
$98.4K 0.01%
+2,390
394
$98.1K 0.01%
+1,751
395
$97.9K 0.01%
+1,700
396
$96.9K 0.01%
+752
397
$96.8K 0.01%
+934
398
$96.7K 0.01%
+3,045
399
$95.9K 0.01%
+759
400
$95.7K 0.01%
+1,296
14 15
16
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