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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
$194M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.74M
3
+$2.82M
4
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$2.81M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.77M

Top Sells

1
+$3.88M
2
+$3.74M
3
+$3.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.48M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.46M

Sector Composition

1 Financials 8.38%
2 Healthcare 7.07%
3 Technology 6.08%
4 Industrials 5.43%
5 Consumer Staples 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
40
502
$2K ﹤0.01%
+75
503
$2K ﹤0.01%
+29
504
$2K ﹤0.01%
35
505
$2K ﹤0.01%
95
506
$2K ﹤0.01%
50
507
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400
508
$2K ﹤0.01%
+60
509
$2K ﹤0.01%
82
510
$2K ﹤0.01%
+28
511
$2K ﹤0.01%
+46
512
$2K ﹤0.01%
+28
513
$2K ﹤0.01%
36
514
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106
515
$2K ﹤0.01%
+25
516
$2K ﹤0.01%
129
517
$2K ﹤0.01%
29
518
$2K ﹤0.01%
67
519
$2K ﹤0.01%
+45
520
$2K ﹤0.01%
7
521
$2K ﹤0.01%
+104
522
$2K ﹤0.01%
+41
523
$1K ﹤0.01%
40
524
$1K ﹤0.01%
20
525
$1K ﹤0.01%
20
-175
19 20
21
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