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
826
$7.76K ﹤0.01%
+235
827
$7.69K ﹤0.01%
+95
828
$7.66K ﹤0.01%
+41
829
$7.58K ﹤0.01%
+499
830
$7.49K ﹤0.01%
+155
831
$7.47K ﹤0.01%
+403
832
$7.41K ﹤0.01%
+140
833
$7.39K ﹤0.01%
+108
834
$7.38K ﹤0.01%
+33
835
$7.37K ﹤0.01%
+360
836
$7.34K ﹤0.01%
+67
837
$7.28K ﹤0.01%
+100
838
$7.26K ﹤0.01%
+400
839
$7.2K ﹤0.01%
+161
840
$7.18K ﹤0.01%
+700
841
$7.17K ﹤0.01%
+8
842
$7.1K ﹤0.01%
+801
843
$7.07K ﹤0.01%
+16
844
$7.05K ﹤0.01%
+100
845
$7.02K ﹤0.01%
+233
846
$7K ﹤0.01%
+110
847
$6.99K ﹤0.01%
+534
848
$6.93K ﹤0.01%
+100
849
$6.91K ﹤0.01%
+103
850
$6.89K ﹤0.01%
+156
32 33
34
35 36