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

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%
+250
427
$6K ﹤0.01%
82
-34
428
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44
429
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+51
430
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84
431
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38
+19
432
$6K ﹤0.01%
124
433
$6K ﹤0.01%
124
434
$6K ﹤0.01%
10
435
$6K ﹤0.01%
211
436
$6K ﹤0.01%
114
437
$6K ﹤0.01%
37
438
$6K ﹤0.01%
300
439
$6K ﹤0.01%
+123
440
$6K ﹤0.01%
600
441
$5K ﹤0.01%
+300
442
$5K ﹤0.01%
+103
443
$5K ﹤0.01%
102
444
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100
445
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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