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
626
$22.2K ﹤0.01%
+730
627
$22.2K ﹤0.01%
+500
628
$22.1K ﹤0.01%
+400
629
$22K ﹤0.01%
+267
630
$21.8K ﹤0.01%
+511
631
$21.7K ﹤0.01%
+296
632
$21.5K ﹤0.01%
+498
633
$21.5K ﹤0.01%
+242
634
$21.3K ﹤0.01%
+332
635
$21.2K ﹤0.01%
+433
636
$21.2K ﹤0.01%
+101
637
$21.2K ﹤0.01%
+160
638
$21.1K ﹤0.01%
+700
639
$20.9K ﹤0.01%
+159
640
$20.8K ﹤0.01%
+462
641
$20.7K ﹤0.01%
+591
642
$20.7K ﹤0.01%
+596
643
$20.6K ﹤0.01%
+225
644
$20.6K ﹤0.01%
+203
645
$20.2K ﹤0.01%
+271
646
$19.9K ﹤0.01%
+700
647
$19.9K ﹤0.01%
+1,503
648
$19.9K ﹤0.01%
+949
649
$19.8K ﹤0.01%
+222
650
$19.6K ﹤0.01%
+762
24 25
26
27 28