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

Top Buys

1
+$8.05M
2
+$1.53M
3
+$602K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$520K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$471K

Top Sells

1
+$2.15M
2
+$2.07M
3
+$1.87M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M

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
426
$6K ﹤0.01%
+489
427
$6K ﹤0.01%
+250
428
$6K ﹤0.01%
82
-34
429
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44
430
$6K ﹤0.01%
+51
431
$6K ﹤0.01%
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432
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433
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124
435
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10
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211
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$6K ﹤0.01%
114
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$6K ﹤0.01%
300
439
$6K ﹤0.01%
+123
440
$6K ﹤0.01%
600
441
$5K ﹤0.01%
+300
442
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+103
443
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102
444
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100
445
$5K ﹤0.01%
142
446
$5K ﹤0.01%
+402
447
$5K ﹤0.01%
15
448
$5K ﹤0.01%
56
449
$5K ﹤0.01%
199
+55
450
$5K ﹤0.01%
108
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