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
676
$17.4K ﹤0.01%
+165
677
$17.4K ﹤0.01%
+1,370
678
$17.4K ﹤0.01%
+1,463
679
$17.2K ﹤0.01%
+646
680
$17.2K ﹤0.01%
+373
681
$17.1K ﹤0.01%
+341
682
$17K ﹤0.01%
+78
683
$16.9K ﹤0.01%
+446
684
$16.9K ﹤0.01%
+100
685
$16.9K ﹤0.01%
+784
686
$16.8K ﹤0.01%
+300
687
$16.7K ﹤0.01%
+150
688
$16.7K ﹤0.01%
+641
689
$16.5K ﹤0.01%
+62
690
$16.5K ﹤0.01%
+155
691
$16.4K ﹤0.01%
+643
692
$16.4K ﹤0.01%
+265
693
$16.4K ﹤0.01%
+160
694
$16.3K ﹤0.01%
+185
695
$16.2K ﹤0.01%
+161
696
$16.2K ﹤0.01%
+804
697
$16.1K ﹤0.01%
+192
698
$16K ﹤0.01%
+100
699
$15.8K ﹤0.01%
+1,000
700
$15.8K ﹤0.01%
+215