SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
-16.97%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(-0.13%)
Cap. Flow
-$248K
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
39.82%
Holding
144
New
9
Increased
–
Reduced
–
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
$4.72M |
| 2 |
American Express
AXP
|
$1.72M |
| 3 |
Abbott
ABT
|
$1.62M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$972K |
| 5 |
Amazon
AMZN
|
$845K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.37% |
| 2 | Financials | 6.69% |
| 3 | Healthcare | 6.51% |
| 4 | Industrials | 3.75% |
| 5 | Consumer Discretionary | 3.48% |
