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
401
$128K 0.01%
300
402
$128K 0.01%
1,079
-32
403
$125K 0.01%
2,309
+187
404
$125K 0.01%
2,461
-1,162
405
$124K 0.01%
378
-50
406
$121K 0.01%
271
-1,931
407
$121K 0.01%
5,279
-5,984
408
$120K 0.01%
1,069
+328
409
$120K 0.01%
404
-20
410
$119K 0.01%
4,133
+2,329
411
$119K 0.01%
154
-755
412
$118K 0.01%
156
-233
413
$118K 0.01%
1,728
414
$118K 0.01%
1,447
+889
415
$117K 0.01%
546
-245
416
$116K 0.01%
+2,370
417
$116K 0.01%
415
-379
418
$115K 0.01%
+2,202
419
$114K 0.01%
368
-2,237
420
$112K 0.01%
1,170
421
$109K 0.01%
2,390
422
$109K 0.01%
1,956
423
$109K 0.01%
1,290
424
$108K 0.01%
500
-2,425
425
$107K 0.01%
1,620
15 16
17
18 19