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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
$198M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.47M
3
+$4M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.7M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.67M

Top Sells

1
+$4.51M
2
+$3.41M
3
+$3.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.03M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.53M

Sector Composition

1 Financials 6.88%
2 Healthcare 5.72%
3 Technology 5.38%
4 Industrials 4.71%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+90
427
$3K ﹤0.01%
+11
428
$3K ﹤0.01%
250
429
$3K ﹤0.01%
+35
430
$3K ﹤0.01%
800
431
$3K ﹤0.01%
+15
432
$3K ﹤0.01%
+240
433
$3K ﹤0.01%
56
434
$3K ﹤0.01%
34
-460
435
$3K ﹤0.01%
59
-426
436
$3K ﹤0.01%
70
437
$3K ﹤0.01%
+10
438
$3K ﹤0.01%
+120
439
$3K ﹤0.01%
+100
440
$3K ﹤0.01%
126
-95
441
$3K ﹤0.01%
+38
442
$3K ﹤0.01%
+56
443
$3K ﹤0.01%
351
+12
444
$3K ﹤0.01%
200
445
$2K ﹤0.01%
600
446
$2K ﹤0.01%
95
-1
447
$2K ﹤0.01%
100
-100
448
$2K ﹤0.01%
103
449
$2K ﹤0.01%
94
450
$2K ﹤0.01%
40
16 17
18
19 20