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
$19.5M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1 +$230K
2 +$160K
3 +$142K
4
JPM icon
JPMorgan Chase
JPM
+$124K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$122K

Top Sells

1 +$1.24M
2 +$366K
3 +$294K
4
BAX icon
Baxter International
BAX
+$277K
5
ELV icon
Elevance Health
ELV
+$267K

Sector Composition

1 Technology 7.78%
2 Healthcare 7.45%
3 Financials 7.45%
4 Consumer Discretionary 6.33%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$7 ﹤0.01%
211
452
$7 ﹤0.01%
74
+18
453
$7 ﹤0.01%
198
+121
454
$7 ﹤0.01%
300
455
$6 ﹤0.01%
+338
456
$6 ﹤0.01%
489
457
$6 ﹤0.01%
137
-347
458
$6 ﹤0.01%
100
459
$6 ﹤0.01%
82
460
$6 ﹤0.01%
+199
461
$6 ﹤0.01%
+131
462
$6 ﹤0.01%
84
463
$6 ﹤0.01%
10
464
$6 ﹤0.01%
+52
465
$6 ﹤0.01%
+280
466
$6 ﹤0.01%
104
467
$6 ﹤0.01%
114
468
$6 ﹤0.01%
40
469
$6 ﹤0.01%
600
470
$5 ﹤0.01%
145
+85
471
$5 ﹤0.01%
+59
472
$5 ﹤0.01%
142
473
$5 ﹤0.01%
10
474
$5 ﹤0.01%
+21
475
$5 ﹤0.01%
+187