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
401
$95.3K 0.01%
+313
402
$94.8K 0.01%
+1,403
403
$94.6K 0.01%
+2,233
404
$91.4K 0.01%
+617
405
$91.3K 0.01%
+1,753
406
$89.7K 0.01%
+274
407
$89K 0.01%
+3,447
408
$88.8K 0.01%
+1,824
409
$88.1K 0.01%
+2,006
410
$87.1K 0.01%
+572
411
$87K 0.01%
+825
412
$86.8K 0.01%
+1,650
413
$86.6K 0.01%
+444
414
$86.3K 0.01%
+489
415
$85.2K 0.01%
+1,394
416
$84.9K 0.01%
+490
417
$84.6K 0.01%
+521
418
$83.1K 0.01%
+1,553
419
$83K 0.01%
+177
420
$80.4K 0.01%
+378
421
$80K 0.01%
+601
422
$78.5K 0.01%
+1,837
423
$78.4K 0.01%
+6,408
424
$78.4K 0.01%
+2,133
425
$77.6K 0.01%
+6,897
15 16
17
18 19