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
926
$3.87K ﹤0.01%
+138
927
$3.87K ﹤0.01%
+44
928
$3.85K ﹤0.01%
+21
929
$3.84K ﹤0.01%
+216
930
$3.79K ﹤0.01%
+20
931
$3.73K ﹤0.01%
+64
932
$3.64K ﹤0.01%
+20
933
$3.6K ﹤0.01%
+40
934
$3.59K ﹤0.01%
+113
935
$3.59K ﹤0.01%
+162
936
$3.59K ﹤0.01%
+64
937
$3.58K ﹤0.01%
+36
938
$3.58K ﹤0.01%
+83
939
$3.57K ﹤0.01%
+90
940
$3.53K ﹤0.01%
+335
941
$3.53K ﹤0.01%
+346
942
$3.5K ﹤0.01%
+144
943
$3.49K ﹤0.01%
+40
944
$3.48K ﹤0.01%
+200
945
$3.47K ﹤0.01%
+500
946
$3.47K ﹤0.01%
+157
947
$3.45K ﹤0.01%
+333
948
$3.44K ﹤0.01%
+83
949
$3.43K ﹤0.01%
+70
950
$3.43K ﹤0.01%
+50
36 37
38
39 40