SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.34B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1 +$87.1M
2 +$53M
3 +$37.3M
4
AAPL icon
Apple
AAPL
+$34.2M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$31.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.43%
2 Financials 10.06%
3 Healthcare 6.61%
4 Industrials 5.4%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FFBC icon
501
First Financial Bancorp
FFBC
$2.79B
$45.9K ﹤0.01%
+1,893
VFMF icon
502
Vanguard US Multifactor ETF
VFMF
$479M
$45.6K ﹤0.01%
+339
SHOP icon
503
Shopify
SHOP
$203B
$45.6K ﹤0.01%
+395
AMT icon
504
American Tower
AMT
$85.9B
$45.5K ﹤0.01%
+206
MDU icon
505
MDU Resources
MDU
$4.25B
$45.4K ﹤0.01%
+2,724
NI icon
506
NiSource
NI
$20.8B
$45.1K ﹤0.01%
+1,119
HYG icon
507
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.6B
$45K ﹤0.01%
+558
ARGT icon
508
Global X MSCI Argentina ETF
ARGT
$756M
$45K ﹤0.01%
+531
HUM icon
509
Humana
HUM
$32.9B
$45K ﹤0.01%
+184
VRT icon
510
Vertiv
VRT
$67.6B
$44.9K ﹤0.01%
+350
LVHD icon
511
Franklin US Low Volatility High Dividend Index ETF
LVHD
$590M
$44.7K ﹤0.01%
+1,122
SIHY icon
512
Harbor Scientific Alpha High-Yield ETF
SIHY
$172M
$44.7K ﹤0.01%
+969
INDA icon
513
iShares MSCI India ETF
INDA
$9.33B
$44.6K ﹤0.01%
+801
RIOT icon
514
Riot Platforms
RIOT
$7.15B
$44.4K ﹤0.01%
+3,931
IEO icon
515
iShares US Oil & Gas Exploration & Production ETF
IEO
$419M
$44.3K ﹤0.01%
+500
SPYD icon
516
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.48B
$44.1K ﹤0.01%
+1,040
VGT icon
517
Vanguard Information Technology ETF
VGT
$114B
$43.8K ﹤0.01%
+66
BROS icon
518
Dutch Bros
BROS
$7.89B
$43.3K ﹤0.01%
+634
PRGO icon
519
Perrigo
PRGO
$2.07B
$43.3K ﹤0.01%
+1,622
COO icon
520
Cooper Companies
COO
$16.1B
$43.3K ﹤0.01%
+608
TSN icon
521
Tyson Foods
TSN
$21.2B
$43.2K ﹤0.01%
+773
RXO icon
522
RXO
RXO
$2.46B
$42.5K ﹤0.01%
+2,706
ZS icon
523
Zscaler
ZS
$34.1B
$42.4K ﹤0.01%
+135
SCHJ icon
524
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$695M
$42.2K ﹤0.01%
+1,700
VHT icon
525
Vanguard Health Care ETF
VHT
$17.4B
$41.5K ﹤0.01%
+167