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
751
$11.8K ﹤0.01%
+343
752
$11.8K ﹤0.01%
+500
753
$11.8K ﹤0.01%
+22
754
$11.7K ﹤0.01%
+358
755
$11.6K ﹤0.01%
+255
756
$11.6K ﹤0.01%
+127
757
$11.5K ﹤0.01%
+300
758
$11.5K ﹤0.01%
+290
759
$11.4K ﹤0.01%
+109
760
$11.3K ﹤0.01%
+478
761
$11.3K ﹤0.01%
+75
762
$11.2K ﹤0.01%
+702
763
$11K ﹤0.01%
+100
764
$10.8K ﹤0.01%
+441
765
$10.8K ﹤0.01%
+66
766
$10.6K ﹤0.01%
+227
767
$10.6K ﹤0.01%
+100
768
$10.5K ﹤0.01%
+30
769
$10.5K ﹤0.01%
+360
770
$10.5K ﹤0.01%
+48
771
$10.5K ﹤0.01%
+38
772
$10.5K ﹤0.01%
+4
773
$10.4K ﹤0.01%
+220
774
$10.4K ﹤0.01%
+372
775
$10.4K ﹤0.01%
+206
29 30
31
32 33