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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
$198M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.47M
3
+$4M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.7M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.67M

Top Sells

1
+$4.51M
2
+$3.41M
3
+$3.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.03M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.53M

Sector Composition

1 Financials 6.88%
2 Healthcare 5.72%
3 Technology 5.38%
4 Industrials 4.71%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
875
477
$1K ﹤0.01%
120
478
$1K ﹤0.01%
34
479
$1K ﹤0.01%
55
480
$1K ﹤0.01%
+20
481
$1K ﹤0.01%
82
482
$1K ﹤0.01%
41
483
$1K ﹤0.01%
+7
484
$1K ﹤0.01%
185
485
$1K ﹤0.01%
50
-50
486
$1K ﹤0.01%
53
487
$1K ﹤0.01%
29
+25
488
$1K ﹤0.01%
1,339
489
$0 ﹤0.01%
+12
490
– –
-500
491
$0 ﹤0.01%
+9
492
$0 ﹤0.01%
+3
493
$0 ﹤0.01%
+10
494
– –
-552
495
– –
-321
496
$0 ﹤0.01%
+6
497
$0 ﹤0.01%
+4
498
$0 ﹤0.01%
+3
499
– –
-120
500
– –
-172
18 19
20
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