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
701
$15.8K ﹤0.01%
+72
702
$15.6K ﹤0.01%
+77
703
$15.6K ﹤0.01%
+132
704
$15.5K ﹤0.01%
+820
705
$15.4K ﹤0.01%
+950
706
$15.4K ﹤0.01%
+1,347
707
$15.4K ﹤0.01%
+648
708
$15.3K ﹤0.01%
+282
709
$15.2K ﹤0.01%
+300
710
$15.2K ﹤0.01%
+235
711
$15.1K ﹤0.01%
+53
712
$15.1K ﹤0.01%
+1,842
713
$15K ﹤0.01%
+95
714
$14.8K ﹤0.01%
+619
715
$14.7K ﹤0.01%
+450
716
$14.6K ﹤0.01%
+625
717
$14.6K ﹤0.01%
+138
718
$14.5K ﹤0.01%
+340
719
$14.3K ﹤0.01%
+298
720
$14.3K ﹤0.01%
+748
721
$14.2K ﹤0.01%
+285
722
$14.1K ﹤0.01%
+140
723
$14.1K ﹤0.01%
+149
724
$14.1K ﹤0.01%
+1,023
725
$14K ﹤0.01%
+310