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
526
$41.4K ﹤0.01%
+756
527
$41.4K ﹤0.01%
+1,347
528
$41K ﹤0.01%
+106
529
$40.7K ﹤0.01%
+663
530
$40.7K ﹤0.01%
+236
531
$40.6K ﹤0.01%
+3,543
532
$40.6K ﹤0.01%
+512
533
$40.3K ﹤0.01%
+448
534
$39.9K ﹤0.01%
+464
535
$39.9K ﹤0.01%
+500
536
$39.6K ﹤0.01%
+2,175
537
$39.5K ﹤0.01%
+813
538
$39.2K ﹤0.01%
+408
539
$38.9K ﹤0.01%
+1,562
540
$38.8K ﹤0.01%
+157
541
$38.1K ﹤0.01%
+8,850
542
$38K ﹤0.01%
+1,000
543
$37.4K ﹤0.01%
+19,074
544
$37.3K ﹤0.01%
+501
545
$37.2K ﹤0.01%
+1,250
546
$36.9K ﹤0.01%
+20,711
547
$36.3K ﹤0.01%
+7,600
548
$36.2K ﹤0.01%
+421
549
$35.9K ﹤0.01%
+600
550
$35.8K ﹤0.01%
+847
20 21
22
23 24