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
FELC icon
751
Fidelity Enhanced Large Cap Core ETF
FELC
$5.32B
$11.8K ﹤0.01%
+343
HOG icon
752
Harley-Davidson
HOG
$2.86B
$11.8K ﹤0.01%
+500
EME icon
753
Emcor
EME
$27.7B
$11.8K ﹤0.01%
+22
CRAK icon
754
VanEck Oil Refiners ETF
CRAK
$30.9M
$11.7K ﹤0.01%
+358
ITM icon
755
VanEck Intermediate Muni ETF
ITM
$1.99B
$11.6K ﹤0.01%
+255
ZBH icon
756
Zimmer Biomet
ZBH
$17.8B
$11.6K ﹤0.01%
+127
LIT icon
757
Global X Lithium & Battery Tech ETF
LIT
$1.49B
$11.5K ﹤0.01%
+300
ENPH icon
758
Enphase Energy
ENPH
$3.66B
$11.5K ﹤0.01%
+290
WEC icon
759
WEC Energy
WEC
$36.3B
$11.4K ﹤0.01%
+109
POWR
760
iShares U.S. Power Infrastructure ETF
POWR
$81.6M
$11.3K ﹤0.01%
+478
RDDT icon
761
Reddit
RDDT
$36.1B
$11.3K ﹤0.01%
+75
FLO icon
762
Flowers Foods
FLO
$2.38B
$11.2K ﹤0.01%
+702
FEX icon
763
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.35B
$11K ﹤0.01%
+100
FNDX icon
764
Schwab Fundamental US Large Company Index ETF
FNDX
$21B
$10.8K ﹤0.01%
+441
KEYS icon
765
Keysight
KEYS
$30.3B
$10.8K ﹤0.01%
+66
VIXY icon
766
ProShares VIX Short-Term Futures ETF
VIXY
$83.5M
$10.6K ﹤0.01%
+227
FTNT icon
767
Fortinet
FTNT
$61.2B
$10.6K ﹤0.01%
+100
ANSS
768
DELISTED
Ansys
ANSS
$10.5K ﹤0.01%
+30
SCHG icon
769
Schwab US Large-Cap Growth ETF
SCHG
$52.2B
$10.5K ﹤0.01%
+360
NXPI icon
770
NXP Semiconductors
NXPI
$48.6B
$10.5K ﹤0.01%
+48
CME icon
771
CME Group
CME
$102B
$10.5K ﹤0.01%
+38
MELI icon
772
Mercado Libre
MELI
$104B
$10.5K ﹤0.01%
+4
JSCP icon
773
JPMorgan Short Duration Core Plus ETF
JSCP
$865M
$10.4K ﹤0.01%
+220
PXE icon
774
Invesco Energy Exploration & Production ETF
PXE
$72.8M
$10.4K ﹤0.01%
+372
VTIP icon
775
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$10.4K ﹤0.01%
+206