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
651
$29.6K ﹤0.01%
200
652
$29.6K ﹤0.01%
60
-1,878
653
$29.5K ﹤0.01%
+582
654
$29.3K ﹤0.01%
264
655
$29K ﹤0.01%
37
656
$28.6K ﹤0.01%
604
657
$28.6K ﹤0.01%
650
-390
658
$28.4K ﹤0.01%
+125
659
$28.1K ﹤0.01%
1,263
-359
660
$28.1K ﹤0.01%
972
661
$27.7K ﹤0.01%
+975
662
$27.6K ﹤0.01%
462
663
$27.4K ﹤0.01%
192
664
$27.4K ﹤0.01%
+200
665
$27.3K ﹤0.01%
775
+4
666
$26.9K ﹤0.01%
300
667
$26.8K ﹤0.01%
64
668
$26.7K ﹤0.01%
328
+188
669
$26.5K ﹤0.01%
+871
670
$26.4K ﹤0.01%
+556
671
$26.2K ﹤0.01%
+859
672
$26K ﹤0.01%
220
673
$25.9K ﹤0.01%
46
674
$25.7K ﹤0.01%
+806
675
$25.7K ﹤0.01%
700
25 26
27
28 29