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
76
$4.12M 0.32%
+4,165
77
$3.97M 0.31%
+22,395
78
$3.94M 0.31%
+13,188
79
$3.72M 0.29%
+90,249
80
$3.26M 0.26%
+23,904
81
$3.22M 0.25%
+29,881
82
$3.2M 0.25%
+11,449
83
$3.08M 0.24%
+9,670
84
$3.02M 0.24%
+40,627
85
$2.95M 0.23%
+22,030
86
$2.91M 0.23%
+12,236
87
$2.75M 0.22%
+198,042
88
$2.69M 0.21%
+13,134
89
$2.67M 0.21%
+33,310
90
$2.51M 0.2%
+3,184
91
$2.47M 0.19%
+25,235
92
$2.43M 0.19%
+11,853
93
$2.42M 0.19%
+197,357
94
$2.3M 0.18%
+25,238
95
$2.29M 0.18%
+9,407
96
$2.25M 0.18%
+108,336
97
$2.23M 0.18%
+5,020
98
$2.23M 0.18%
+210,861
99
$2.16M 0.17%
+35,297
100
$2.15M 0.17%
+50,217
2 3
4
5 6