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
826
$13.6K ﹤0.01%
356
827
$13.5K ﹤0.01%
+267
828
$13.5K ﹤0.01%
285
829
$13.5K ﹤0.01%
+2,105
830
$13.1K ﹤0.01%
+50
831
$13.1K ﹤0.01%
358
832
$13K ﹤0.01%
413
833
$12.9K ﹤0.01%
671
-77
834
$12.9K ﹤0.01%
+300
835
$12.8K ﹤0.01%
344
+1
836
$12.8K ﹤0.01%
+255
837
$12.7K ﹤0.01%
250
838
$12.7K ﹤0.01%
+600
839
$12.5K ﹤0.01%
127
840
$12.5K ﹤0.01%
109
841
$12.5K ﹤0.01%
502
+1
842
$12.3K ﹤0.01%
1,449
+250
843
$12.3K ﹤0.01%
+183
844
$12.2K ﹤0.01%
810
+735
845
$12.1K ﹤0.01%
42
+40
846
$12.1K ﹤0.01%
85
-1,181
847
$12.1K ﹤0.01%
+271
848
$12K ﹤0.01%
192
-293
849
$12K ﹤0.01%
478
850
$11.9K ﹤0.01%
109
+27
32 33
34
35 36