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
626
$34.1K ﹤0.01%
690
627
$34.1K ﹤0.01%
2,200
628
$33.9K ﹤0.01%
402
629
$33.6K ﹤0.01%
2,353
630
$33.6K ﹤0.01%
+280
631
$33.5K ﹤0.01%
1,837
632
$32.8K ﹤0.01%
400
-1,250
633
$32.7K ﹤0.01%
+150
634
$32.6K ﹤0.01%
224
+64
635
$32.4K ﹤0.01%
600
636
$32.1K ﹤0.01%
582
-174
637
$31.7K ﹤0.01%
103
+50
638
$31.7K ﹤0.01%
426
639
$31.4K ﹤0.01%
917
-5,838
640
$31.1K ﹤0.01%
226
-200
641
$31K ﹤0.01%
600
+400
642
$30.8K ﹤0.01%
+350
643
$30.7K ﹤0.01%
232
+94
644
$30.5K ﹤0.01%
536
-10,200
645
$30.4K ﹤0.01%
117
-67
646
$30.4K ﹤0.01%
106
647
$30K ﹤0.01%
159
+64
648
$30K ﹤0.01%
372
649
$30K ﹤0.01%
133
+100
650
$29.8K ﹤0.01%
170
24 25
26
27 28