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
876
$10.6K ﹤0.01%
253
+120
877
$10.6K ﹤0.01%
158
878
$10.6K ﹤0.01%
301
879
$10.5K ﹤0.01%
656
880
$10.5K ﹤0.01%
+530
881
$10.5K ﹤0.01%
220
882
$10.4K ﹤0.01%
206
883
$10.4K ﹤0.01%
+43
884
$10.3K ﹤0.01%
+618
885
$10.3K ﹤0.01%
+19
886
$10.3K ﹤0.01%
38
887
$10.2K ﹤0.01%
123
888
$10.2K ﹤0.01%
+291
889
$10.1K ﹤0.01%
+57
890
$10.1K ﹤0.01%
104
891
$10.1K ﹤0.01%
135
-50
892
$9.97K ﹤0.01%
38
893
$9.96K ﹤0.01%
222
-18,482
894
$9.89K ﹤0.01%
+413
895
$9.88K ﹤0.01%
+138
896
$9.88K ﹤0.01%
230
897
$9.87K ﹤0.01%
+470
898
$9.85K ﹤0.01%
+29
899
$9.74K ﹤0.01%
+82
900
$9.73K ﹤0.01%
360
34 35
36
37 38