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
776
$16.5K ﹤0.01%
100
777
$16.5K ﹤0.01%
+67
778
$16.5K ﹤0.01%
700
779
$16.4K ﹤0.01%
602
780
$16.2K ﹤0.01%
820
781
$16.2K ﹤0.01%
+200
782
$16.2K ﹤0.01%
950
783
$16.2K ﹤0.01%
161
784
$16.2K ﹤0.01%
15
+7
785
$16.1K ﹤0.01%
92
+26
786
$16.1K ﹤0.01%
62
787
$16K ﹤0.01%
279
-623
788
$16K ﹤0.01%
360
789
$16K ﹤0.01%
203
790
$15.7K ﹤0.01%
1,347
791
$15.6K ﹤0.01%
233
792
$15.6K ﹤0.01%
71
+55
793
$15.5K ﹤0.01%
340
794
$15.4K ﹤0.01%
72
795
$15.3K ﹤0.01%
298
796
$15.3K ﹤0.01%
226
+22
797
$15.3K ﹤0.01%
80
-2,460
798
$15.2K ﹤0.01%
+315
799
$15.2K ﹤0.01%
+653
800
$15K ﹤0.01%
801
30 31
32
33 34