SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.34B
This Fund
S&P 500
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 +$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
FFBC icon
501
First Financial Bancorp
FFBC
$2.84B
$45.9K ﹤0.01%
+1,893
VFMF icon
502
Vanguard US Multifactor ETF
VFMF
$540M
$45.6K ﹤0.01%
+339
SHOP icon
503
Shopify
SHOP
$169B
$45.6K ﹤0.01%
+395
AMT icon
504
American Tower
AMT
$86.7B
$45.5K ﹤0.01%
+206
MDU icon
505
MDU Resources
MDU
$4.3B
$45.4K ﹤0.01%
+2,724
NI icon
506
NiSource
NI
$22.3B
$45.1K ﹤0.01%
+1,119
HYG icon
507
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$45K ﹤0.01%
+558
ARGT icon
508
Global X MSCI Argentina ETF
ARGT
$760M
$45K ﹤0.01%
+531
HUM icon
509
Humana
HUM
$20.9B
$45K ﹤0.01%
+184
VRT icon
510
Vertiv
VRT
$103B
$44.9K ﹤0.01%
+350
LVHD icon
511
Franklin US Low Volatility High Dividend Index ETF
LVHD
$616M
$44.7K ﹤0.01%
+1,122
SIHY icon
512
Harbor Ares Systematic High Yield ETF
SIHY
$160M
$44.7K ﹤0.01%
+969
INDA icon
513
iShares MSCI India ETF
INDA
$8.79B
$44.6K ﹤0.01%
+801
RIOT icon
514
Riot Platforms
RIOT
$5.44B
$44.4K ﹤0.01%
+3,931
IEO icon
515
iShares US Oil & Gas Exploration & Production ETF
IEO
$534M
$44.3K ﹤0.01%
+500
SPYD icon
516
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.29B
$44.1K ﹤0.01%
+1,040
VGT icon
517
Vanguard Information Technology ETF
VGT
$110B
$43.8K ﹤0.01%
+66
BROS icon
518
Dutch Bros
BROS
$6.63B
$43.3K ﹤0.01%
+634
PRGO icon
519
Perrigo
PRGO
$1.39B
$43.3K ﹤0.01%
+1,622
COO icon
520
Cooper Companies
COO
$14.5B
$43.3K ﹤0.01%
+608
TSN icon
521
Tyson Foods
TSN
$21.2B
$43.2K ﹤0.01%
+773
RXO icon
522
RXO
RXO
$2.2B
$42.5K ﹤0.01%
+2,706
ZS icon
523
Zscaler
ZS
$25.2B
$42.4K ﹤0.01%
+135
SCHJ icon
524
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$733M
$42.2K ﹤0.01%
+1,700
VHT icon
525
Vanguard Health Care ETF
VHT
$16.9B
$41.5K ﹤0.01%
+167