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
651
$19.5K ﹤0.01%
+362
652
$19.4K ﹤0.01%
+72
653
$19.3K ﹤0.01%
+819
654
$19.3K ﹤0.01%
+254
655
$19.2K ﹤0.01%
+440
656
$18.9K ﹤0.01%
+2,695
657
$18.9K ﹤0.01%
+274
658
$18.8K ﹤0.01%
+706
659
$18.7K ﹤0.01%
+192
660
$18.6K ﹤0.01%
+5
661
$18.5K ﹤0.01%
+614
662
$18.5K ﹤0.01%
+3,654
663
$18.4K ﹤0.01%
+64
664
$18.4K ﹤0.01%
+146
665
$18.3K ﹤0.01%
+1,945
666
$18.3K ﹤0.01%
+360
667
$18.3K ﹤0.01%
+434
668
$18K ﹤0.01%
+347
669
$17.9K ﹤0.01%
+158
670
$17.8K ﹤0.01%
+270
671
$17.8K ﹤0.01%
+328
672
$17.7K ﹤0.01%
+250
673
$17.7K ﹤0.01%
+142
674
$17.6K ﹤0.01%
+800
675
$17.5K ﹤0.01%
+692