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SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.44B
1-Year Est. Return
22.69%
This Fund
S&P 500
1 Year Est. Return
+22.69%
AUM
$218M
AUM Growth
+$19.7M
(+9.9%)
Holding
860
Top Buys
| 1 | +$5.09M | |
| 2 | +$3.55M | |
| 3 | +$3.16M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.71M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.42M |
Top Sells
| 1 | +$4.67M | |
| 2 | +$937K | |
| 3 | +$873K | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$816K |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$736K |
Sector Composition
| 1 | Financials | 7.21% |
| 2 | Technology | 6.22% |
| 3 | Healthcare | 6.15% |
| 4 | Industrials | 5.64% |
| 5 | Consumer Discretionary | 4.56% |