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
$1.34B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,391
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$9.18M
3 +$7.31M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$7M
5
AXP icon
American Express
AXP
+$6.5M

Top Sells

1 +$13.3M
2 +$11.1M
3 +$9.17M
4
ORCL icon
Oracle
ORCL
+$8.83M
5
V icon
Visa
V
+$6.94M

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
GLTR icon
776
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.99B
$16.5K ﹤0.01%
100
CLS icon
777
Celestica
CLS
$36.1B
$16.5K ﹤0.01%
+67
PHR icon
778
Phreesia
PHR
$988M
$16.5K ﹤0.01%
700
UCTT
779
Ultra Clean Holdings
UCTT
$1.99B
$16.4K ﹤0.01%
602
CZNC icon
780
Citizens & Northern Corp
CZNC
$382M
$16.2K ﹤0.01%
820
SIGI icon
781
Selective Insurance
SIGI
$4.95B
$16.2K ﹤0.01%
+200
FCF icon
782
First Commonwealth Financial
FCF
$1.81B
$16.2K ﹤0.01%
950
ED icon
783
Consolidated Edison
ED
$37.5B
$16.2K ﹤0.01%
161
KLAC icon
784
KLA
KLAC
$206B
$16.2K ﹤0.01%
15
+7
KEYS icon
785
Keysight
KEYS
$36.8B
$16.1K ﹤0.01%
92
+26
HLT icon
786
Hilton Worldwide
HLT
$69.9B
$16.1K ﹤0.01%
62
COWZ icon
787
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$16K ﹤0.01%
279
-623
PICK icon
788
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.59B
$16K ﹤0.01%
360
WHR icon
789
Whirlpool
WHR
$4.89B
$16K ﹤0.01%
203
SERV
790
Serve Robotics
SERV
$1.11B
$15.7K ﹤0.01%
1,347
BLOK icon
791
Amplify Blockchain Technology ETF
BLOK
$1.31B
$15.6K ﹤0.01%
233
TEL icon
792
TE Connectivity
TEL
$70.7B
$15.6K ﹤0.01%
71
+55
SCHC icon
793
Schwab International Small-Cap Equity ETF
SCHC
$5.24B
$15.5K ﹤0.01%
340
VDC icon
794
Vanguard Consumer Staples ETF
VDC
$7.65B
$15.4K ﹤0.01%
72
FR icon
795
First Industrial Realty Trust
FR
$7.93B
$15.3K ﹤0.01%
298
EETH icon
796
ProShares Ether Strategy ETF
EETH
$118M
$15.3K ﹤0.01%
226
+22
MOH icon
797
Molina Healthcare
MOH
$9.84B
$15.3K ﹤0.01%
80
-2,460
DFSD icon
798
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.03B
$15.2K ﹤0.01%
+315
ISTR icon
799
Investar Holding Corp
ISTR
$380M
$15.2K ﹤0.01%
+653
CDE icon
800
Coeur Mining
CDE
$14.5B
$15K ﹤0.01%
801