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
451
$64K 0.01%
+1,380
452
$63.9K 0.01%
+473
453
$63.6K 0.01%
+592
454
$63.4K 0.01%
+7,908
455
$63.4K 0.01%
+1,022
456
$63.4K 0.01%
+3,458
457
$63K 0.01%
+469
458
$62.8K ﹤0.01%
+485
459
$62K ﹤0.01%
+121
460
$61.6K ﹤0.01%
+1,591
461
$60.7K ﹤0.01%
+352
462
$60.7K ﹤0.01%
+1,845
463
$60.3K ﹤0.01%
+627
464
$59.2K ﹤0.01%
+450
465
$59.2K ﹤0.01%
+566
466
$59K ﹤0.01%
+763
467
$58.7K ﹤0.01%
+2,730
468
$58.7K ﹤0.01%
+520
469
$58.5K ﹤0.01%
+742
470
$58.4K ﹤0.01%
+2,422
471
$58.4K ﹤0.01%
+726
472
$58.4K ﹤0.01%
+1,106
473
$58.1K ﹤0.01%
+7,900
474
$57.6K ﹤0.01%
+1,028
475
$57.5K ﹤0.01%
+742
17 18
19
20 21