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
901
$9.73K ﹤0.01%
+104
902
$9.65K ﹤0.01%
211
903
$9.57K ﹤0.01%
361
904
$9.51K ﹤0.01%
+503
905
$9.41K ﹤0.01%
105
906
$9.34K ﹤0.01%
66
907
$9.32K ﹤0.01%
100
908
$9.18K ﹤0.01%
538
-2,920
909
$9.16K ﹤0.01%
702
910
$9.15K ﹤0.01%
+53
911
$9.14K ﹤0.01%
+259
912
$9.06K ﹤0.01%
140
913
$9.04K ﹤0.01%
80
914
$9.02K ﹤0.01%
102
915
$8.95K ﹤0.01%
139
916
$8.74K ﹤0.01%
184
+142
917
$8.63K ﹤0.01%
121
-5,617
918
$8.6K ﹤0.01%
276
919
$8.54K ﹤0.01%
649
920
$8.5K ﹤0.01%
235
921
$8.49K ﹤0.01%
70
922
$8.41K ﹤0.01%
100
923
$8.4K ﹤0.01%
85
924
$8.39K ﹤0.01%
+133
925
$8.36K ﹤0.01%
100
35 36
37
38 39