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
26
$11.8M 0.93%
+21,414
27
$11.7M 0.92%
+67,057
28
$11.5M 0.91%
+39,054
29
$11.5M 0.9%
+78,461
30
$11.4M 0.89%
+32,001
31
$11.3M 0.89%
+152,809
32
$11.1M 0.87%
+101,165
33
$11M 0.87%
+172,578
34
$10.5M 0.83%
+357,608
35
$10.3M 0.81%
+77,179
36
$10.2M 0.81%
+43,992
37
$9.89M 0.78%
+94,090
38
$9.83M 0.77%
+79,607
39
$9.78M 0.77%
+32,627
40
$9.74M 0.77%
+140,235
41
$9.61M 0.76%
+24,284
42
$9.56M 0.75%
+109,702
43
$9.45M 0.74%
+9,007
44
$9.42M 0.74%
+47,637
45
$9.28M 0.73%
+25,312
46
$8.88M 0.7%
+47,645
47
$8.85M 0.7%
+47,670
48
$8.8M 0.69%
+24,660
49
$8.78M 0.69%
+228,989
50
$8.69M 0.68%
+102,109
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