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
676
$25.7K ﹤0.01%
100
677
$25.6K ﹤0.01%
783
678
$25.6K ﹤0.01%
209
679
$25.6K ﹤0.01%
249
680
$25.5K ﹤0.01%
85
-50
681
$25.4K ﹤0.01%
+6,250
682
$25.1K ﹤0.01%
496
683
$25K ﹤0.01%
253
+250
684
$24.8K ﹤0.01%
222
685
$24.7K ﹤0.01%
963
+320
686
$24.6K ﹤0.01%
510
-63
687
$24.6K ﹤0.01%
323
-1,349
688
$24.5K ﹤0.01%
79
689
$24.4K ﹤0.01%
+892
690
$24.1K ﹤0.01%
280
-104
691
$23.6K ﹤0.01%
101
692
$23.6K ﹤0.01%
245
+125
693
$23.2K ﹤0.01%
1,810
694
$23.1K ﹤0.01%
500
695
$23K ﹤0.01%
33
696
$23K ﹤0.01%
520
697
$22.8K ﹤0.01%
242
698
$22.8K ﹤0.01%
268
+1
699
$22.7K ﹤0.01%
157
+57
700
$22.6K ﹤0.01%
160
26 27
28
29 30