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
726
$14K ﹤0.01%
+336
727
$13.9K ﹤0.01%
+2,351
728
$13.8K ﹤0.01%
+100
729
$13.7K ﹤0.01%
+173
730
$13.7K ﹤0.01%
+1,055
731
$13.7K ﹤0.01%
+48
732
$13.6K ﹤0.01%
+602
733
$13.6K ﹤0.01%
+465
734
$13.6K ﹤0.01%
+356
735
$13.5K ﹤0.01%
+360
736
$13.5K ﹤0.01%
+82
737
$13.4K ﹤0.01%
+92
738
$13.3K ﹤0.01%
+233
739
$13.2K ﹤0.01%
+825
740
$13K ﹤0.01%
+142
741
$13K ﹤0.01%
+320
742
$12.9K ﹤0.01%
+348
743
$12.6K ﹤0.01%
+540
744
$12.6K ﹤0.01%
+315
745
$12.3K ﹤0.01%
+120
746
$12.3K ﹤0.01%
+48
747
$12.2K ﹤0.01%
+90
748
$12.2K ﹤0.01%
+250
749
$12K ﹤0.01%
+158
750
$12K ﹤0.01%
+413
28 29
30
31 32