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
576
$29.4K ﹤0.01%
+37
577
$29.3K ﹤0.01%
+300
578
$29.3K ﹤0.01%
+264
579
$29.1K ﹤0.01%
+641
580
$28.9K ﹤0.01%
+426
581
$28.8K ﹤0.01%
+2,200
582
$28.8K ﹤0.01%
+311
583
$28.8K ﹤0.01%
+1,837
584
$28.7K ﹤0.01%
+6,260
585
$28.6K ﹤0.01%
+682
586
$28.6K ﹤0.01%
+604
587
$28K ﹤0.01%
+200
588
$28K ﹤0.01%
+225
589
$28K ﹤0.01%
+256
590
$27.8K ﹤0.01%
+106
591
$27.4K ﹤0.01%
+485
592
$27.3K ﹤0.01%
+972
593
$27.1K ﹤0.01%
+129
594
$26.6K ﹤0.01%
+2,565
595
$26.4K ﹤0.01%
+1,043
596
$26.4K ﹤0.01%
+1,078
597
$26.2K ﹤0.01%
+315
598
$25.9K ﹤0.01%
+100
599
$25.9K ﹤0.01%
+573
600
$25.8K ﹤0.01%
+521
22 23
24
25 26