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
$1.34B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,391
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.38M
3
+$6.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.57M
5
AXP icon
American Express
AXP
+$6.22M

Top Sells

1
+$13.2M
2
+$10.7M
3
+$8.89M
4
ORCL icon
Oracle
ORCL
+$8M
5
V icon
Visa
V
+$7.04M

Sector Composition

1 Technology 16.57%
2 Financials 10.31%
3 Healthcare 6.44%
4 Industrials 6.16%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$106K 0.01%
+1,196
427
$105K 0.01%
229
+52
428
$104K 0.01%
6,608
+200
429
$104K 0.01%
4,243
430
$103K 0.01%
273
-16
431
$103K 0.01%
1,700
432
$103K 0.01%
1,181
-79
433
$102K 0.01%
445
-153
434
$101K 0.01%
908
-120
435
$99.7K 0.01%
893
+68
436
$98.1K 0.01%
759
437
$97.8K 0.01%
1,289
-7
438
$96.5K 0.01%
1,824
439
$95.8K 0.01%
2,870
-911
440
$95.5K 0.01%
1,004
-142
441
$95.3K 0.01%
6,960
-497
442
$94.2K 0.01%
1,751
443
$93.5K 0.01%
752
444
$93.1K 0.01%
639
+166
445
$93.1K 0.01%
2,814
-231
446
$92.7K 0.01%
1,183
-2,248
447
$91.2K 0.01%
192
+15
448
$90.9K 0.01%
3,568
-7,746
449
$90.4K 0.01%
1,083
-35
450
$89.3K 0.01%
1,917
+1,662
16 17
18
19 20