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
451
$88.8K 0.01%
93
-336
452
$88.7K 0.01%
425
-19
453
$88.5K 0.01%
613
-604
454
$88.3K 0.01%
2,452
-150
455
$87.8K 0.01%
+1,973
456
$87.4K 0.01%
+1,294
457
$86.5K 0.01%
1,504
-249
458
$86.5K 0.01%
1,178
-306
459
$86.2K 0.01%
316
-127
460
$86K 0.01%
1,837
461
$85.7K 0.01%
1,678
+193
462
$85.4K 0.01%
451
-38
463
$84.5K 0.01%
5,252
-1,247
464
$84.4K 0.01%
438
465
$84K 0.01%
1,053
+311
466
$84K 0.01%
395
+17
467
$83.4K 0.01%
1,212
468
$83.2K 0.01%
591
+70
469
$82K 0.01%
1,672
470
$82K 0.01%
1,789
471
$81.8K 0.01%
1,458
-95
472
$81.3K 0.01%
1,824
-1,715
473
$81K 0.01%
781
-890
474
$80.3K 0.01%
1,790
-216
475
$79.9K 0.01%
615
+14
17 18
19
20 21