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
776
$10.2K ﹤0.01%
+3,750
777
$10.2K ﹤0.01%
+360
778
$10.2K ﹤0.01%
+150
779
$10.1K ﹤0.01%
+140
780
$10.1K ﹤0.01%
+1,127
781
$10.1K ﹤0.01%
+7,500
782
$10K ﹤0.01%
+209
783
$10K ﹤0.01%
+102
784
$10K ﹤0.01%
+123
785
$10K ﹤0.01%
+1,199
786
$9.86K ﹤0.01%
+104
787
$9.85K ﹤0.01%
+357
788
$9.71K ﹤0.01%
+217
789
$9.63K ﹤0.01%
+370
790
$9.62K ﹤0.01%
+372
791
$9.58K ﹤0.01%
+301
792
$9.54K ﹤0.01%
+208
793
$9.47K ﹤0.01%
+129
794
$9.45K ﹤0.01%
+140
795
$9.44K ﹤0.01%
+204
796
$9.39K ﹤0.01%
+105
797
$9.3K ﹤0.01%
+171
798
$9.21K ﹤0.01%
+230
799
$9.12K ﹤0.01%
+102
800
$9.09K ﹤0.01%
+139
30 31
32
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