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
$192M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.2M
3
+$812K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$749K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$639K

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.15M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.12M
5
MBB icon
iShares MBS ETF
MBB
+$1.1M

Sector Composition

1 Technology 5.9%
2 Healthcare 5.15%
3 Financials 5.13%
4 Industrials 3.36%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
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