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
$207M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.55%
2 Healthcare 6.12%
3 Technology 6.02%
4 Industrials 5.66%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
10
402
$8K ﹤0.01%
50
403
$8K ﹤0.01%
864
404
$8K ﹤0.01%
+304
405
$8K ﹤0.01%
159
+14
406
$8K ﹤0.01%
100
+62
407
$8K ﹤0.01%
5
408
$8K ﹤0.01%
477
+211
409
$8K ﹤0.01%
40
410
$8K ﹤0.01%
+150
411
$8K ﹤0.01%
+200
412
$7K ﹤0.01%
202
+1
413
$7K ﹤0.01%
102
-500
414
$7K ﹤0.01%
250
415
$7K ﹤0.01%
+305
416
$7K ﹤0.01%
265
+3
417
$7K ﹤0.01%
246
418
$7K ﹤0.01%
124
419
$7K ﹤0.01%
+100
420
$7K ﹤0.01%
472
-922
421
$7K ﹤0.01%
+146
422
$7K ﹤0.01%
135
423
$7K ﹤0.01%
1,000
424
$7K ﹤0.01%
1,000
425
$6K ﹤0.01%
+489