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
576
$43K ﹤0.01%
499
577
$42.8K ﹤0.01%
174
+24
578
$42.7K ﹤0.01%
4,692
-2,451
579
$42.4K ﹤0.01%
+12,100
580
$42.3K ﹤0.01%
+1,365
581
$42.3K ﹤0.01%
779
+6
582
$42.2K ﹤0.01%
1,345
+650
583
$41.9K ﹤0.01%
+1,001
584
$41.7K ﹤0.01%
608
585
$41.6K ﹤0.01%
25,211
+4,500
586
$41.5K ﹤0.01%
272
587
$41.3K ﹤0.01%
+1,176
588
$41.3K ﹤0.01%
+560
589
$41.3K ﹤0.01%
6,260
590
$41.1K ﹤0.01%
408
591
$40.9K ﹤0.01%
157
592
$40.4K ﹤0.01%
1,748
+295
593
$40.3K ﹤0.01%
1,250
594
$40.2K ﹤0.01%
+525
595
$40.2K ﹤0.01%
164
+156
596
$40.2K ﹤0.01%
+601
597
$40K ﹤0.01%
129
598
$39.6K ﹤0.01%
206
599
$39.5K ﹤0.01%
878
+445
600
$39.5K ﹤0.01%
202
+50
22 23
24
25 26