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
376
$148K 0.01%
1,155
-253
377
$147K 0.01%
1,423
378
$146K 0.01%
+4,599
379
$146K 0.01%
1,536
-10,765
380
$145K 0.01%
2,543
+2,372
381
$145K 0.01%
451
-413
382
$145K 0.01%
1,853
+15
383
$144K 0.01%
+4,392
384
$143K 0.01%
+2,879
385
$141K 0.01%
3,367
+1,234
386
$140K 0.01%
681
-967
387
$139K 0.01%
2,321
+1,142
388
$139K 0.01%
1,482
-523
389
$139K 0.01%
1,403
390
$138K 0.01%
1,458
391
$138K 0.01%
+2,475
392
$137K 0.01%
2,055
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393
$137K 0.01%
3,223
+117
394
$136K 0.01%
290
-209
395
$132K 0.01%
1,959
+1,919
396
$132K 0.01%
1,184
-100
397
$131K 0.01%
847
+275
398
$131K 0.01%
2,306
-941
399
$130K 0.01%
4,005
-1,576
400
$128K 0.01%
303
+29
14 15
16
17 18