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
$1.46B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.1M
3
+$10.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$8.71M
5
DRI icon
Darden Restaurants
DRI
+$7.64M

Top Sells

1
+$9.96M
2
+$8.15M
3
+$7.16M
4
CRM icon
Salesforce
CRM
+$7.08M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$7.05M

Sector Composition

1 Technology 15.82%
2 Financials 10.07%
3 Industrials 6.94%
4 Consumer Discretionary 6.05%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSBD icon
476
Goldman Sachs BDC
GSBD
$1B
$64K ﹤0.01%
6,897
EVRG icon
477
Evergy
EVRG
$18.9B
$63.6K ﹤0.01%
877
+603
DKNG icon
478
DraftKings
DKNG
$12.4B
$62.7K ﹤0.01%
1,820
-49,513
VHT icon
479
Vanguard Health Care ETF
VHT
$16.3B
$62.5K ﹤0.01%
217
+50
DFGP icon
480
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.56B
$62.4K ﹤0.01%
1,154
-3,115
ADI icon
481
Analog Devices
ADI
$213B
$62.4K ﹤0.01%
230
DJT icon
482
Trump Media & Technology Group
DJT
$2.39B
$62.1K ﹤0.01%
4,691
+4,670
TDY icon
483
Teledyne Technologies
TDY
$28.8B
$61.8K ﹤0.01%
121
+40
TMUS icon
484
T-Mobile US
TMUS
$197B
$61.7K ﹤0.01%
304
-757
IGRO icon
485
iShares International Dividend Growth ETF
IGRO
$1.23B
$61.4K ﹤0.01%
742
RQI icon
486
Cohen & Steers Quality Income Realty Fund
RQI
$1.77B
$61.2K ﹤0.01%
5,360
VPL icon
487
Vanguard FTSE Pacific ETF
VPL
$9.03B
$61.2K ﹤0.01%
677
+45
YUM icon
488
Yum! Brands
YUM
$41B
$60.8K ﹤0.01%
402
ULTA icon
489
Ulta Beauty
ULTA
$20.4B
$60.5K ﹤0.01%
100
MSTR icon
490
Strategy Inc
MSTR
$46B
$60.5K ﹤0.01%
398
-53
DIVO icon
491
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.09B
$59.8K ﹤0.01%
1,343
+1,313
XLP icon
492
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$59.7K ﹤0.01%
768
-415
INTC icon
493
Intel
INTC
$563B
$59.6K ﹤0.01%
1,614
+79
MET icon
494
MetLife
MET
$52.3B
$58.9K ﹤0.01%
746
+170
GEHC icon
495
GE HealthCare
GEHC
$28.1B
$58.7K ﹤0.01%
716
+97
SCHJ icon
496
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$789M
$58.7K ﹤0.01%
2,356
+56
DECK icon
497
Deckers Outdoor
DECK
$14.8B
$58.3K ﹤0.01%
562
BP icon
498
BP
BP
$113B
$58K ﹤0.01%
1,671
+1,478
IYZ icon
499
iShares US Telecommunications ETF
IYZ
$1.13B
$57.6K ﹤0.01%
1,700
+450
EXP icon
500
Eagle Materials
EXP
$6.76B
$57.3K ﹤0.01%
277
-50
18 19
20
21 22