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
601
$25.8K ﹤0.01%
+63
602
$25.7K ﹤0.01%
+300
603
$25.6K ﹤0.01%
+771
604
$25.5K ﹤0.01%
+198
605
$25.4K ﹤0.01%
+209
606
$25.4K ﹤0.01%
+783
607
$25.3K ﹤0.01%
+372
608
$25.3K ﹤0.01%
+33
609
$25K ﹤0.01%
+496
610
$24.9K ﹤0.01%
+360
611
$24.8K ﹤0.01%
+152
612
$24.8K ﹤0.01%
+695
613
$24.7K ﹤0.01%
+170
614
$24.7K ﹤0.01%
+1,810
615
$24.1K ﹤0.01%
+46
616
$24K ﹤0.01%
+249
617
$23.9K ﹤0.01%
+220
618
$23.9K ﹤0.01%
+192
619
$23.5K ﹤0.01%
+140
620
$23.4K ﹤0.01%
+402
621
$23K ﹤0.01%
+79
622
$23K ﹤0.01%
+6,100
623
$22.6K ﹤0.01%
+825
624
$22.5K ﹤0.01%
+520
625
$22.2K ﹤0.01%
+372
23 24
25
26 27