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
476
$79.1K 0.01%
1,035
-100
477
$78.3K 0.01%
490
478
$76.3K 0.01%
518
+68
479
$76.2K 0.01%
327
480
$75.9K 0.01%
+1,117
481
$75.3K 0.01%
426
482
$75K 0.01%
+540
483
$75K 0.01%
750
+723
484
$74.9K 0.01%
1,584
-34
485
$74.2K 0.01%
992
486
$72.7K 0.01%
2,296
+1
487
$72.6K 0.01%
+600
488
$72.3K 0.01%
246
-240
489
$72.2K 0.01%
740
+148
490
$71.2K 0.01%
1,053
+367
491
$70.1K 0.01%
6,897
492
$69.4K 0.01%
1,899
493
$68.5K 0.01%
+750
494
$67.9K 0.01%
718
-1,381
495
$67.8K 0.01%
1,180
-200
496
$67.4K 0.01%
352
497
$66.9K 0.01%
982
-185
498
$66.8K 0.01%
5,360
+800
499
$66.7K 0.01%
1,022
500
$65.7K ﹤0.01%
+21,000
18 19
20
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