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
976
$2.86K ﹤0.01%
+131
977
$2.83K ﹤0.01%
+670
978
$2.82K ﹤0.01%
+40
979
$2.79K ﹤0.01%
+64
980
$2.79K ﹤0.01%
+1,000
981
$2.74K ﹤0.01%
+195
982
$2.7K ﹤0.01%
+16
983
$2.61K ﹤0.01%
+57
984
$2.59K ﹤0.01%
+202
985
$2.59K ﹤0.01%
+27
986
$2.59K ﹤0.01%
+685
987
$2.58K ﹤0.01%
+46
988
$2.43K ﹤0.01%
+27
989
$2.43K ﹤0.01%
+32
990
$2.41K ﹤0.01%
+19
991
$2.4K ﹤0.01%
+26
992
$2.36K ﹤0.01%
+13
993
$2.31K ﹤0.01%
+46
994
$2.29K ﹤0.01%
+40
995
$2.29K ﹤0.01%
+275
996
$2.23K ﹤0.01%
+102
997
$2.22K ﹤0.01%
+31
998
$2.12K ﹤0.01%
+28
999
$2.07K ﹤0.01%
+9
1000
$2.06K ﹤0.01%
+47
38 39
40
41 42