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
701
$22.5K ﹤0.01%
225
702
$22.4K ﹤0.01%
+247
703
$22.4K ﹤0.01%
+251
704
$22.1K ﹤0.01%
332
705
$22.1K ﹤0.01%
372
706
$22K ﹤0.01%
140
707
$22K ﹤0.01%
+244
708
$21.9K ﹤0.01%
159
709
$21.9K ﹤0.01%
+75
710
$21.8K ﹤0.01%
+406
711
$21.6K ﹤0.01%
415
-386
712
$21.5K ﹤0.01%
5
713
$21.2K ﹤0.01%
498
714
$21K ﹤0.01%
699
+17
715
$21K ﹤0.01%
1,221
-2,968
716
$20.9K ﹤0.01%
400
-234
717
$20.9K ﹤0.01%
271
718
$20.8K ﹤0.01%
274
719
$20.7K ﹤0.01%
259
+130
720
$20.7K ﹤0.01%
614
721
$20.5K ﹤0.01%
692
722
$20.3K ﹤0.01%
591
723
$20.2K ﹤0.01%
500
-11
724
$20.1K ﹤0.01%
804
725
$20.1K ﹤0.01%
596
27 28
29
30 31