We are live on
!
Find out more
SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.44B
1-Year Est. Return
22.69%
This Fund
S&P 500
1 Year Est. Return
+22.69%
AUM
$173M
AUM Growth
-$21.3M
(-11%)
Holding
926
Top Buys
| 1 | +$4.65M | |
| 2 | +$3.77M | |
| 3 | +$2.42M | |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$2.04M |
| 5 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$1.71M |
Top Sells
| 1 | +$2.77M | |
| 2 | +$2.53M | |
| 3 | +$2.32M | |
| 4 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
+$2.23M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.95M |
Sector Composition
| 1 | Financials | 7.19% |
| 2 | Technology | 6.32% |
| 3 | Healthcare | 6.19% |
| 4 | Consumer Discretionary | 5.2% |
| 5 | Industrials | 5.11% |