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
$192M
AUM Growth
-$242K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$1.72M
3
+$1.62M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$972K
5
AMZN icon
Amazon
AMZN
+$845K

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.37%
2 Financials 6.69%
3 Healthcare 6.51%
4 Industrials 3.75%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.87%
13,320
27
$1.66M 0.86%
22,329
28
$1.62M 0.84%
+18,627
29
$1.61M 0.84%
22,298
30
$1.59M 0.83%
24,726
31
$1.56M 0.81%
30,964
32
$1.55M 0.81%
25,322
33
$1.52M 0.79%
40,376
34
$1.47M 0.76%
12,160
35
$1.43M 0.75%
36,171
36
$1.42M 0.74%
12,487
37
$1.34M 0.7%
9,841
38
$1.32M 0.69%
44,157
39
$1.31M 0.69%
41,276
40
$1.29M 0.67%
13,689
41
$1.27M 0.66%
25,910
42
$1.27M 0.66%
21,364
43
$1.23M 0.64%
6,821
44
$1.23M 0.64%
12,999
45
$1.21M 0.63%
41,400
46
$1.2M 0.62%
20,175
47
$1.19M 0.62%
13,424
48
$1.18M 0.61%
37,250
49
$1.18M 0.61%
24,615
50
$1.18M 0.61%
6,645
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