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
901
$4.79K ﹤0.01%
+451
902
$4.73K ﹤0.01%
+77
903
$4.71K ﹤0.01%
+220
904
$4.69K ﹤0.01%
+900
905
$4.68K ﹤0.01%
+1,175
906
$4.65K ﹤0.01%
+51
907
$4.59K ﹤0.01%
+49
908
$4.54K ﹤0.01%
+123
909
$4.54K ﹤0.01%
+40
910
$4.49K ﹤0.01%
+184
911
$4.42K ﹤0.01%
+581
912
$4.39K ﹤0.01%
+69
913
$4.37K ﹤0.01%
+55
914
$4.35K ﹤0.01%
+18
915
$4.34K ﹤0.01%
+23
916
$4.29K ﹤0.01%
+290
917
$4.23K ﹤0.01%
+151
918
$4.21K ﹤0.01%
+23
919
$4.11K ﹤0.01%
+34
920
$4.04K ﹤0.01%
+23
921
$4.01K ﹤0.01%
+8
922
$3.93K ﹤0.01%
+80
923
$3.92K ﹤0.01%
+44
924
$3.9K ﹤0.01%
+813
925
$3.9K ﹤0.01%
+250
35 36
37
38 39