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
751
$18.1K ﹤0.01%
165
752
$17.9K ﹤0.01%
100
753
$17.9K ﹤0.01%
641
754
$17.7K ﹤0.01%
625
755
$17.6K ﹤0.01%
265
756
$17.6K ﹤0.01%
150
757
$17.4K ﹤0.01%
465
758
$17.4K ﹤0.01%
418
+82
759
$17.3K ﹤0.01%
63
760
$17.3K ﹤0.01%
502
-473
761
$17.3K ﹤0.01%
289
-7
762
$17.2K ﹤0.01%
75
763
$17.2K ﹤0.01%
300
764
$17.2K ﹤0.01%
+397
765
$17.1K ﹤0.01%
300
766
$17K ﹤0.01%
300
767
$16.9K ﹤0.01%
328
768
$16.9K ﹤0.01%
619
769
$16.8K ﹤0.01%
1,407
-14,096
770
$16.8K ﹤0.01%
+1,357
771
$16.8K ﹤0.01%
499
772
$16.6K ﹤0.01%
323
-18
773
$16.6K ﹤0.01%
+862
774
$16.6K ﹤0.01%
730
775
$16.6K ﹤0.01%
235
29 30
31
32 33