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
851
$6.87K ﹤0.01%
+170
852
$6.83K ﹤0.01%
+649
853
$6.77K ﹤0.01%
+334
854
$6.72K ﹤0.01%
+100
855
$6.66K ﹤0.01%
+595
856
$6.65K ﹤0.01%
+222
857
$6.56K ﹤0.01%
+1,161
858
$6.55K ﹤0.01%
+391
859
$6.45K ﹤0.01%
+114
860
$6.44K ﹤0.01%
+85
861
$6.41K ﹤0.01%
+80
862
$6.41K ﹤0.01%
+77
863
$6.37K ﹤0.01%
+208
864
$6.34K ﹤0.01%
+107
865
$6.33K ﹤0.01%
+369
866
$6.31K ﹤0.01%
+37
867
$6.29K ﹤0.01%
+250
868
$6.14K ﹤0.01%
+200
869
$6.12K ﹤0.01%
+62
870
$6.06K ﹤0.01%
+61
871
$5.97K ﹤0.01%
+108
872
$5.87K ﹤0.01%
+250
873
$5.81K ﹤0.01%
+67
874
$5.78K ﹤0.01%
+84
875
$5.77K ﹤0.01%
+277
33 34
35
36 37