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
876
$5.71K ﹤0.01%
+438
877
$5.61K ﹤0.01%
+500
878
$5.59K ﹤0.01%
+88
879
$5.55K ﹤0.01%
+230
880
$5.54K ﹤0.01%
+286
881
$5.48K ﹤0.01%
+1,896
882
$5.45K ﹤0.01%
+73
883
$5.43K ﹤0.01%
+40
884
$5.39K ﹤0.01%
+178
885
$5.33K ﹤0.01%
+98
886
$5.31K ﹤0.01%
+65
887
$5.29K ﹤0.01%
+14
888
$5.28K ﹤0.01%
+53
889
$5.24K ﹤0.01%
+1,000
890
$5.15K ﹤0.01%
+42
891
$5.13K ﹤0.01%
+82
892
$5.04K ﹤0.01%
+42
893
$5.04K ﹤0.01%
+264
894
$5.03K ﹤0.01%
+246
895
$4.98K ﹤0.01%
+133
896
$4.97K ﹤0.01%
+235
897
$4.96K ﹤0.01%
+91
898
$4.86K ﹤0.01%
+32
899
$4.84K ﹤0.01%
+361
900
$4.82K ﹤0.01%
+23
34 35
36
37 38