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
551
$35.8K ﹤0.01%
+2,353
552
$35.5K ﹤0.01%
+565
553
$35.5K ﹤0.01%
+714
554
$35.2K ﹤0.01%
+280
555
$35.1K ﹤0.01%
+112
556
$34.7K ﹤0.01%
+370
557
$34.7K ﹤0.01%
+272
558
$34.3K ﹤0.01%
+199
559
$34K ﹤0.01%
+499
560
$33.6K ﹤0.01%
+896
561
$33.6K ﹤0.01%
+453
562
$33.5K ﹤0.01%
+2,915
563
$33.4K ﹤0.01%
+976
564
$33.4K ﹤0.01%
+1,453
565
$33K ﹤0.01%
+975
566
$32.4K ﹤0.01%
+623
567
$32.4K ﹤0.01%
+129
568
$32.3K ﹤0.01%
+366
569
$31.3K ﹤0.01%
+150
570
$30.1K ﹤0.01%
+690
571
$30K ﹤0.01%
+97
572
$30K ﹤0.01%
+297
573
$29.6K ﹤0.01%
+291
574
$29.6K ﹤0.01%
+384
575
$29.5K ﹤0.01%
+600