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
51
$8.59M 0.68%
+37,349
52
$8.27M 0.65%
+83,845
53
$8.08M 0.64%
+14,253
54
$7.99M 0.63%
+67,722
55
$7.84M 0.62%
+36,354
56
$7.66M 0.6%
+102,231
57
$7.63M 0.6%
+128,501
58
$7.53M 0.59%
+75,765
59
$7.18M 0.57%
+25,759
60
$7.17M 0.56%
+134,724
61
$6.98M 0.55%
+26,781
62
$6.75M 0.53%
+118,794
63
$6.75M 0.53%
+179,879
64
$6.52M 0.51%
+8,828
65
$6.51M 0.51%
+94,990
66
$6.5M 0.51%
+69,667
67
$6.47M 0.51%
+244,129
68
$6.15M 0.48%
+27,156
69
$5.98M 0.47%
+193,545
70
$5.33M 0.42%
+53,185
71
$5.26M 0.41%
+121,284
72
$5.06M 0.4%
+10,407
73
$5M 0.39%
+16,394
74
$4.87M 0.38%
+253,570
75
$4.75M 0.37%
+14,320
1 2
3
4 5