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
$1.27B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$46.3M
3
+$36.8M
4
AAPL icon
Apple
AAPL
+$33.6M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$31.5M

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
501
$45.9K ﹤0.01%
+1,893
502
$45.6K ﹤0.01%
+339
503
$45.6K ﹤0.01%
+395
504
$45.5K ﹤0.01%
+206
505
$45.4K ﹤0.01%
+2,724
506
$45.1K ﹤0.01%
+1,119
507
$45K ﹤0.01%
+558
508
$45K ﹤0.01%
+531
509
$45K ﹤0.01%
+184
510
$44.9K ﹤0.01%
+350
511
$44.7K ﹤0.01%
+1,122
512
$44.7K ﹤0.01%
+969
513
$44.6K ﹤0.01%
+801
514
$44.4K ﹤0.01%
+3,931
515
$44.3K ﹤0.01%
+500
516
$44.1K ﹤0.01%
+1,040
517
$43.8K ﹤0.01%
+528
518
$43.3K ﹤0.01%
+634
519
$43.3K ﹤0.01%
+1,622
520
$43.3K ﹤0.01%
+608
521
$43.2K ﹤0.01%
+773
522
$42.5K ﹤0.01%
+2,706
523
$42.4K ﹤0.01%
+135
524
$42.2K ﹤0.01%
+1,700
525
$41.5K ﹤0.01%
+167
19 20
21
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