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
926
$8.23K ﹤0.01%
334
927
$8.21K ﹤0.01%
595
928
$8.16K ﹤0.01%
200
929
$8.16K ﹤0.01%
+81
930
$8.12K ﹤0.01%
67
931
$8.12K ﹤0.01%
+47
932
$8.09K ﹤0.01%
322
933
$8.05K ﹤0.01%
50
934
$8.05K ﹤0.01%
43
-193
935
$7.99K ﹤0.01%
50
-27
936
$7.98K ﹤0.01%
250
937
$7.97K ﹤0.01%
121
-2,950
938
$7.97K ﹤0.01%
+39
939
$7.95K ﹤0.01%
147
940
$7.88K ﹤0.01%
108
941
$7.87K ﹤0.01%
37
942
$7.85K ﹤0.01%
100
943
$7.83K ﹤0.01%
110
944
$7.8K ﹤0.01%
+36
945
$7.79K ﹤0.01%
103
946
$7.78K ﹤0.01%
360
947
$7.78K ﹤0.01%
233
948
$7.77K ﹤0.01%
190
-18
949
$7.76K ﹤0.01%
126
-1,268
950
$7.68K ﹤0.01%
43
+3
36 37
38
39 40