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
$218M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$3.55M
3 +$3.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.8M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.42M

Sector Composition

1 Financials 7.21%
2 Technology 6.22%
3 Healthcare 6.15%
4 Industrials 5.64%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
37
427
$6K ﹤0.01%
300
428
$6K ﹤0.01%
+289
429
$6K ﹤0.01%
2,215
430
$5K ﹤0.01%
+117
431
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+102
432
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+100
433
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+44
434
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84
435
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+87
436
$5K ﹤0.01%
+122
437
$5K ﹤0.01%
+129
438
$5K ﹤0.01%
+400
439
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43
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10
441
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+89
442
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+56
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171
+45
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+108
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40
447
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+10
448
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+437
449
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+15
450
$5K ﹤0.01%
266