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
851
$11.9K ﹤0.01%
440
-206
852
$11.8K ﹤0.01%
235
-112
853
$11.8K ﹤0.01%
28
-960
854
$11.8K ﹤0.01%
+305
855
$11.8K ﹤0.01%
1,315
-1,250
856
$11.7K ﹤0.01%
1,996
+100
857
$11.7K ﹤0.01%
100
858
$11.7K ﹤0.01%
+32
859
$11.7K ﹤0.01%
92
860
$11.6K ﹤0.01%
209
861
$11.6K ﹤0.01%
441
862
$11.5K ﹤0.01%
217
863
$11.4K ﹤0.01%
+127
864
$11.3K ﹤0.01%
768
-255
865
$11.3K ﹤0.01%
1,137
+10
866
$11.2K ﹤0.01%
132
-60
867
$11.1K ﹤0.01%
+1,058
868
$11.1K ﹤0.01%
102
869
$10.9K ﹤0.01%
48
870
$10.9K ﹤0.01%
671
+650
871
$10.9K ﹤0.01%
58
+38
872
$10.7K ﹤0.01%
1,054
-788
873
$10.7K ﹤0.01%
57
-1,355
874
$10.7K ﹤0.01%
800
-570
875
$10.7K ﹤0.01%
363
-9
33 34
35
36 37