SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
+5.13%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$173M
(+888%)
Cap. Flow
-$3.68M
Cap. Flow
% of AUM
-1.91%
Top 10 Holdings %
Top 10 Hldgs %
39.9%
Holding
833
New
10
Increased
40
Reduced
79
Closed
448
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.57M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.2M |
| 3 |
SPDR ICE Preferred Securities ETF
PSK
|
$812K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$749K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$639K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$2.02M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.42M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.15M |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.12M |
| 5 |
iShares MBS ETF
MBB
|
$1.1M |
Sector Composition
| 1 | Technology | 5.9% |
| 2 | Healthcare | 5.15% |
| 3 | Financials | 5.13% |
| 4 | Industrials | 3.36% |
| 5 | Consumer Staples | 3.11% |
