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
$1.27B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$46.3M
3
+$36.8M
4
AAPL icon
Apple
AAPL
+$33.6M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$31.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.43%
2 Financials 10.06%
3 Healthcare 6.61%
4 Industrials 5.4%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$77.3K 0.01%
+1,167
427
$76.9K 0.01%
+741
428
$75.9K 0.01%
+4,189
429
$75.8K 0.01%
+1,485
430
$74.5K 0.01%
+177
431
$74.4K 0.01%
+1,135
432
$74.2K 0.01%
+2,295
433
$72.8K 0.01%
+438
434
$72K 0.01%
+1,789
435
$70.9K 0.01%
+746
436
$70.2K 0.01%
+231
437
$70.2K 0.01%
+1,672
438
$69.7K 0.01%
+6,499
439
$68.2K 0.01%
+662
440
$68.1K 0.01%
+1,322
441
$68K 0.01%
+1,618
442
$67.7K 0.01%
+992
443
$67.2K 0.01%
+426
444
$67.2K 0.01%
+7,143
445
$67.2K 0.01%
+1,179
446
$67.2K 0.01%
+1,212
447
$66.2K 0.01%
+339
448
$66.1K 0.01%
+327
449
$65.5K 0.01%
+1,899
450
$65.1K 0.01%
+1,677
16 17
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