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
801
$9.07K ﹤0.01%
+211
802
$9K ﹤0.01%
+656
803
$8.94K ﹤0.01%
+208
804
$8.84K ﹤0.01%
+50
805
$8.79K ﹤0.01%
+80
806
$8.78K ﹤0.01%
+66
807
$8.71K ﹤0.01%
+865
808
$8.63K ﹤0.01%
+312
809
$8.62K ﹤0.01%
+255
810
$8.45K ﹤0.01%
+50
811
$8.31K ﹤0.01%
+38
812
$8.3K ﹤0.01%
+200
813
$8.29K ﹤0.01%
+100
814
$8.28K ﹤0.01%
+1,750
815
$8.27K ﹤0.01%
+826
816
$8.17K ﹤0.01%
+70
817
$8.12K ﹤0.01%
+18
818
$8.12K ﹤0.01%
+200
819
$8.11K ﹤0.01%
+250
820
$8.06K ﹤0.01%
+322
821
$7.96K ﹤0.01%
+200
822
$7.91K ﹤0.01%
+276
823
$7.83K ﹤0.01%
+147
824
$7.83K ﹤0.01%
+501
825
$7.78K ﹤0.01%
+155
31 32
33
34 35