SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.34B
This Quarter Est. Return
1 Year Est. Return
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 +$87.1M
2 +$53M
3 +$37.3M
4
AAPL icon
Apple
AAPL
+$34.2M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$31.7M

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
EQIX icon
576
Equinix
EQIX
$76.3B
$29.4K ﹤0.01%
+37
SANM icon
577
Sanmina
SANM
$8.67B
$29.3K ﹤0.01%
+300
GILD icon
578
Gilead Sciences
GILD
$154B
$29.3K ﹤0.01%
+264
IGEB icon
579
iShares Investment Grade Systematic Bond ETF
IGEB
$1.37B
$29.1K ﹤0.01%
+641
SMLF icon
580
iShares US Small Cap Equity Factor ETF
SMLF
$2.25B
$28.9K ﹤0.01%
+426
ICLN icon
581
iShares Global Clean Energy ETF
ICLN
$1.82B
$28.8K ﹤0.01%
+2,200
EMB icon
582
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$28.8K ﹤0.01%
+311
MARA icon
583
Marathon Digital Holdings
MARA
$4.35B
$28.8K ﹤0.01%
+1,837
HBI icon
584
Hanesbrands
HBI
$2.29B
$28.7K ﹤0.01%
+6,260
KD icon
585
Kyndryl
KD
$5.51B
$28.6K ﹤0.01%
+682
STOT icon
586
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$289M
$28.6K ﹤0.01%
+604
IYM icon
587
iShares US Basic Materials ETF
IYM
$541M
$28K ﹤0.01%
+200
TWLO icon
588
Twilio
TWLO
$18.2B
$28K ﹤0.01%
+225
VONG icon
589
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$28K ﹤0.01%
+256
LH icon
590
Labcorp
LH
$21.7B
$27.8K ﹤0.01%
+106
HXL icon
591
Hexcel
HXL
$5.57B
$27.4K ﹤0.01%
+485
CCL icon
592
Carnival Corp
CCL
$33.3B
$27.3K ﹤0.01%
+972
MDB icon
593
MongoDB
MDB
$27.6B
$27.1K ﹤0.01%
+129
HLN icon
594
Haleon
HLN
$43.1B
$26.6K ﹤0.01%
+2,565
SCHA icon
595
Schwab U.S Small- Cap ETF
SCHA
$19.7B
$26.4K ﹤0.01%
+1,043
VRP icon
596
Invesco Variable Rate Preferred ETF
VRP
$2.22B
$26.4K ﹤0.01%
+1,078
TDV icon
597
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$252M
$26.2K ﹤0.01%
+315
EFX icon
598
Equifax
EFX
$25.1B
$25.9K ﹤0.01%
+100
USB icon
599
US Bancorp
USB
$70.7B
$25.9K ﹤0.01%
+573
BNDX icon
600
Vanguard Total International Bond ETF
BNDX
$69.3B
$25.8K ﹤0.01%
+521