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
601
$39.4K ﹤0.01%
464
602
$39.4K ﹤0.01%
129
603
$39.3K ﹤0.01%
600
604
$39.1K ﹤0.01%
565
605
$38.3K ﹤0.01%
847
606
$37.9K ﹤0.01%
+795
607
$37.7K ﹤0.01%
160
-310
608
$37.6K ﹤0.01%
312
+56
609
$37.4K ﹤0.01%
1,915
-1,628
610
$37.3K ﹤0.01%
421
611
$37K ﹤0.01%
531
612
$36.9K ﹤0.01%
358
+67
613
$36.8K ﹤0.01%
+149
614
$36.2K ﹤0.01%
112
615
$35.9K ﹤0.01%
445
+230
616
$35.7K ﹤0.01%
350
-759
617
$35.6K ﹤0.01%
714
618
$35.4K ﹤0.01%
+527
619
$35.3K ﹤0.01%
1,356
+9
620
$35.2K ﹤0.01%
+210
621
$35K ﹤0.01%
976
622
$34.9K ﹤0.01%
+200
623
$34.7K ﹤0.01%
517
+500
624
$34.5K ﹤0.01%
300
625
$34.3K ﹤0.01%
7,600
23 24
25
26 27