SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.34B
This Quarter Est. Return
1 Year Est. Return
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 +$12.8M
2 +$9.18M
3 +$7.31M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$7M
5
AXP icon
American Express
AXP
+$6.5M

Top Sells

1 +$13.3M
2 +$11.1M
3 +$9.17M
4
ORCL icon
Oracle
ORCL
+$8.83M
5
V icon
Visa
V
+$6.94M

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
FAN icon
951
First Trust Global Wind Energy ETF
FAN
$214M
$7.68K ﹤0.01%
400
ETSY icon
952
Etsy
ETSY
$6.1B
$7.63K ﹤0.01%
115
-40
DFCF icon
953
Dimensional Core Fixed Income ETF
DFCF
$9.04B
$7.63K ﹤0.01%
+178
WNS
954
DELISTED
WNS Holdings
WNS
$7.63K ﹤0.01%
+100
WPC icon
955
W.P. Carey
WPC
$15.4B
$7.57K ﹤0.01%
112
-758
DFGX icon
956
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.37B
$7.56K ﹤0.01%
+140
EPAM icon
957
EPAM Systems
EPAM
$11.7B
$7.54K ﹤0.01%
50
OPPE
958
WisdomTree European Opportunities Fund
OPPE
$222M
$7.53K ﹤0.01%
+154
TECK icon
959
Teck Resources
TECK
$24.7B
$7.46K ﹤0.01%
170
DIOD icon
960
Diodes
DIOD
$2.64B
$7.45K ﹤0.01%
140
KODK icon
961
Kodak
KODK
$687M
$7.44K ﹤0.01%
1,161
WTFC icon
962
Wintrust Financial
WTFC
$9.77B
$7.42K ﹤0.01%
+56
DAN icon
963
Dana Inc
DAN
$3.22B
$7.39K ﹤0.01%
369
VIXY icon
964
ProShares VIX Short-Term Futures ETF
VIXY
$63.2M
$7.33K ﹤0.01%
227
CMS icon
965
CMS Energy
CMS
$21.8B
$7.33K ﹤0.01%
100
SNY icon
966
Sanofi
SNY
$113B
$7.32K ﹤0.01%
155
LFGY
967
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
LFGY
$144M
$7.3K ﹤0.01%
200
DLB icon
968
Dolby
DLB
$5.95B
$7.27K ﹤0.01%
+100
CTRE icon
969
CareTrust REIT
CTRE
$8.43B
$7.21K ﹤0.01%
208
WCN icon
970
Waste Connections
WCN
$42.8B
$7.21K ﹤0.01%
41
RWO icon
971
SPDR Dow Jones Global Real Estate ETF
RWO
$1.17B
$7.14K ﹤0.01%
156
TEM
972
Tempus AI
TEM
$12.5B
$7.1K ﹤0.01%
88
CLF icon
973
Cleveland-Cliffs
CLF
$7.98B
$7.09K ﹤0.01%
581
BSM icon
974
Black Stone Minerals
BSM
$2.99B
$7.02K ﹤0.01%
534
WINA icon
975
Winmark
WINA
$1.57B
$6.97K ﹤0.01%
14