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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
526
$1K ﹤0.01%
+4
527
$1K ﹤0.01%
93
528
$1K ﹤0.01%
+18
529
$1K ﹤0.01%
24
530
$1K ﹤0.01%
21
531
$1K ﹤0.01%
875
532
$1K ﹤0.01%
120
533
$1K ﹤0.01%
20
534
$1K ﹤0.01%
34
535
$1K ﹤0.01%
41
-15
536
$1K ﹤0.01%
+185
537
$1K ﹤0.01%
100
538
$1K ﹤0.01%
52
+1
539
$1K ﹤0.01%
500
-900
540
$1K ﹤0.01%
1,339
+139
541
$1K ﹤0.01%
100
542
$1K ﹤0.01%
27
-605
543
$1K ﹤0.01%
66
544
– –
-23
545
– –
-225
546
– –
-2,000
547
– –
-382
548
– –
-30
549
– –
-500
550
$0 ﹤0.01%
13
20 21
22
23 24