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
951
$7.68K ﹤0.01%
400
952
$7.63K ﹤0.01%
115
-40
953
$7.63K ﹤0.01%
+178
954
$7.63K ﹤0.01%
+100
955
$7.57K ﹤0.01%
112
-758
956
$7.56K ﹤0.01%
+140
957
$7.54K ﹤0.01%
50
958
$7.53K ﹤0.01%
+154
959
$7.46K ﹤0.01%
170
960
$7.45K ﹤0.01%
140
961
$7.44K ﹤0.01%
1,161
962
$7.42K ﹤0.01%
+56
963
$7.39K ﹤0.01%
369
964
$7.33K ﹤0.01%
227
965
$7.33K ﹤0.01%
100
966
$7.32K ﹤0.01%
155
967
$7.3K ﹤0.01%
200
968
$7.27K ﹤0.01%
+100
969
$7.21K ﹤0.01%
208
970
$7.21K ﹤0.01%
41
971
$7.14K ﹤0.01%
156
972
$7.1K ﹤0.01%
88
973
$7.09K ﹤0.01%
581
974
$7.02K ﹤0.01%
534
975
$6.97K ﹤0.01%
14
37 38
39
40 41