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
726
$20K ﹤0.01%
250
727
$19.9K ﹤0.01%
790
-772
728
$19.8K ﹤0.01%
3,654
729
$19.8K ﹤0.01%
865
730
$19.8K ﹤0.01%
198
731
$19.8K ﹤0.01%
+100
732
$19.8K ﹤0.01%
158
733
$19.7K ﹤0.01%
72
734
$19.7K ﹤0.01%
555
+500
735
$19.6K ﹤0.01%
819
736
$19.6K ﹤0.01%
362
737
$19.6K ﹤0.01%
270
738
$19.5K ﹤0.01%
1,483
-20
739
$19.3K ﹤0.01%
434
740
$19.3K ﹤0.01%
146
741
$19.3K ﹤0.01%
673
-152
742
$19.2K ﹤0.01%
2,053
+108
743
$19.2K ﹤0.01%
623
-14,124
744
$19.2K ﹤0.01%
+70
745
$19K ﹤0.01%
142
746
$18.9K ﹤0.01%
2,695
747
$18.6K ﹤0.01%
328
+264
748
$18.5K ﹤0.01%
3,950
-2,150
749
$18.4K ﹤0.01%
800
750
$18.3K ﹤0.01%
+153
28 29
30
31 32