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
951
$3.38K ﹤0.01%
+54
952
$3.34K ﹤0.01%
+69
953
$3.33K ﹤0.01%
+61
954
$3.29K ﹤0.01%
+122
955
$3.29K ﹤0.01%
+70
956
$3.26K ﹤0.01%
+285
957
$3.26K ﹤0.01%
+52
958
$3.21K ﹤0.01%
+20
959
$3.2K ﹤0.01%
+100
960
$3.19K ﹤0.01%
+74
961
$3.17K ﹤0.01%
+290
962
$3.17K ﹤0.01%
+105
963
$3.16K ﹤0.01%
+30
964
$3.1K ﹤0.01%
+167
965
$3.06K ﹤0.01%
+75
966
$3.02K ﹤0.01%
+47
967
$3.02K ﹤0.01%
+29
968
$3.02K ﹤0.01%
+180
969
$3K ﹤0.01%
+61
970
$3K ﹤0.01%
+33
971
$2.99K ﹤0.01%
+53
972
$2.96K ﹤0.01%
+5
973
$2.96K ﹤0.01%
+368
974
$2.92K ﹤0.01%
+108
975
$2.88K ﹤0.01%
+25
37 38
39
40 41