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
976
$6.93K ﹤0.01%
290
977
$6.91K ﹤0.01%
+247
978
$6.81K ﹤0.01%
1,750
979
$6.77K ﹤0.01%
80
980
$6.75K ﹤0.01%
391
981
$6.73K ﹤0.01%
+178
982
$6.66K ﹤0.01%
193
-29
983
$6.63K ﹤0.01%
+22
984
$6.63K ﹤0.01%
107
985
$6.61K ﹤0.01%
316
-633
986
$6.57K ﹤0.01%
53
987
$6.56K ﹤0.01%
403
988
$6.55K ﹤0.01%
40
989
$6.54K ﹤0.01%
+19
990
$6.49K ﹤0.01%
+38
991
$6.48K ﹤0.01%
+13
992
$6.47K ﹤0.01%
+108
993
$6.47K ﹤0.01%
16
994
$6.36K ﹤0.01%
77
995
$6.34K ﹤0.01%
236
-136
996
$6.32K ﹤0.01%
+76
997
$6.28K ﹤0.01%
67
998
$6.23K ﹤0.01%
95
999
$6.23K ﹤0.01%
+25
1000
$6.2K ﹤0.01%
2,596
-1,154
38 39
40
41 42