SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.34B
This Quarter Est. Return
1 Year Est. Return
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 +$87.1M
2 +$53M
3 +$37.3M
4
AAPL icon
Apple
AAPL
+$34.2M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$31.7M

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
VDC icon
701
Vanguard Consumer Staples ETF
VDC
$7.21B
$15.8K ﹤0.01%
+72
TEAM icon
702
Atlassian
TEAM
$39B
$15.6K ﹤0.01%
+77
A icon
703
Agilent Technologies
A
$41.6B
$15.6K ﹤0.01%
+132
CZNC icon
704
Citizens & Northern Corp
CZNC
$348M
$15.5K ﹤0.01%
+820
FCF icon
705
First Commonwealth Financial
FCF
$1.64B
$15.4K ﹤0.01%
+950
SERV
706
Serve Robotics
SERV
$616M
$15.4K ﹤0.01%
+1,347
ETH
707
Grayscale Ethereum Mini Trust ETF
ETH
$2.19B
$15.4K ﹤0.01%
+648
JEPQ icon
708
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.8B
$15.3K ﹤0.01%
+282
VRNS icon
709
Varonis Systems
VRNS
$3.96B
$15.2K ﹤0.01%
+300
TMFC icon
710
Motley Fool 100 Index ETF
TMFC
$1.75B
$15.2K ﹤0.01%
+235
VV icon
711
Vanguard Large-Cap ETF
VV
$46.5B
$15.1K ﹤0.01%
+53
XIFR
712
XPLR Infrastructure LP
XIFR
$896M
$15.1K ﹤0.01%
+1,842
LDOS icon
713
Leidos
LDOS
$24.4B
$15K ﹤0.01%
+95
PHG icon
714
Philips
PHG
$26.9B
$14.8K ﹤0.01%
+619
BOTZ icon
715
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.93B
$14.7K ﹤0.01%
+450
DRIV icon
716
Global X Autonomous & Electric Vehicles ETF
DRIV
$352M
$14.6K ﹤0.01%
+625
PHM icon
717
Pultegroup
PHM
$22.7B
$14.6K ﹤0.01%
+138
SCHC icon
718
Schwab International Small-Cap Equity ETF
SCHC
$5.28B
$14.5K ﹤0.01%
+340
FR icon
719
First Industrial Realty Trust
FR
$7.41B
$14.3K ﹤0.01%
+298
TIPX icon
720
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.72B
$14.3K ﹤0.01%
+748
ASGN icon
721
ASGN Inc
ASGN
$1.82B
$14.2K ﹤0.01%
+285
DEO icon
722
Diageo
DEO
$52B
$14.1K ﹤0.01%
+140
IUSV icon
723
iShares Core S&P US Value ETF
IUSV
$22.8B
$14.1K ﹤0.01%
+149
RIVN icon
724
Rivian
RIVN
$18.5B
$14.1K ﹤0.01%
+1,023
IYE icon
725
iShares US Energy ETF
IYE
$1.19B
$14K ﹤0.01%
+310