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
$1.34B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,391
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.38M
3
+$6.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.57M
5
AXP icon
American Express
AXP
+$6.22M

Top Sells

1
+$13.2M
2
+$10.7M
3
+$8.89M
4
ORCL icon
Oracle
ORCL
+$8M
5
V icon
Visa
V
+$7.04M

Sector Composition

1 Technology 16.57%
2 Financials 10.31%
3 Healthcare 6.44%
4 Industrials 6.16%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$49.7K ﹤0.01%
716
-106
552
$49.4K ﹤0.01%
+1,363
553
$49.3K ﹤0.01%
503
+311
554
$49.3K ﹤0.01%
528
555
$48.9K ﹤0.01%
339
556
$48.9K ﹤0.01%
2,745
+21
557
$48.7K ﹤0.01%
1,845
-330
558
$48.5K ﹤0.01%
1,119
559
$48.3K ﹤0.01%
+1,626
560
$47.8K ﹤0.01%
1,893
561
$47.8K ﹤0.01%
3,106
+400
562
$47.5K ﹤0.01%
81
-40
563
$47.4K ﹤0.01%
576
-150
564
$46.5K ﹤0.01%
619
+166
565
$46.4K ﹤0.01%
1,122
566
$46.3K ﹤0.01%
500
567
$46.2K ﹤0.01%
+1,519
568
$45.8K ﹤0.01%
809
+186
569
$45.6K ﹤0.01%
501
570
$44.9K ﹤0.01%
969
571
$44.7K ﹤0.01%
216
+209
572
$44.6K ﹤0.01%
910
-2,574
573
$43.6K ﹤0.01%
1,463
574
$43.5K ﹤0.01%
+981
575
$43.4K ﹤0.01%
167
21 22
23
24 25