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
801
$14.9K ﹤0.01%
313
-60
802
$14.9K ﹤0.01%
142
803
$14.8K ﹤0.01%
78
804
$14.8K ﹤0.01%
234
+152
805
$14.7K ﹤0.01%
310
806
$14.7K ﹤0.01%
+120
807
$14.7K ﹤0.01%
105
-175
808
$14.5K ﹤0.01%
320
809
$14.5K ﹤0.01%
136
-161
810
$14.5K ﹤0.01%
+345
811
$14.4K ﹤0.01%
48
812
$14.3K ﹤0.01%
173
813
$14.3K ﹤0.01%
825
814
$14.2K ﹤0.01%
219
+150
815
$14.1K ﹤0.01%
48
816
$14K ﹤0.01%
348
817
$13.9K ﹤0.01%
500
818
$13.9K ﹤0.01%
1,055
819
$13.9K ﹤0.01%
90
-2,251
820
$13.8K ﹤0.01%
316
+1
821
$13.7K ﹤0.01%
784
822
$13.7K ﹤0.01%
540
823
$13.6K ﹤0.01%
21
-1
824
$13.6K ﹤0.01%
473
+103
825
$13.6K ﹤0.01%
+68
31 32
33
34 35