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
1001
$2.04K ﹤0.01%
+21
1002
$2.02K ﹤0.01%
+19
1003
$1.98K ﹤0.01%
+23
1004
$1.97K ﹤0.01%
+42
1005
$1.96K ﹤0.01%
+288
1006
$1.91K ﹤0.01%
+50
1007
$1.9K ﹤0.01%
+26
1008
$1.87K ﹤0.01%
+8
1009
$1.84K ﹤0.01%
+100
1010
$1.8K ﹤0.01%
+315
1011
$1.79K ﹤0.01%
+55
1012
$1.76K ﹤0.01%
+52
1013
$1.76K ﹤0.01%
+492
1014
$1.75K ﹤0.01%
+20
1015
$1.74K ﹤0.01%
+24
1016
$1.72K ﹤0.01%
+35
1017
$1.65K ﹤0.01%
+50
1018
$1.63K ﹤0.01%
+56
1019
$1.57K ﹤0.01%
+77
1020
$1.55K ﹤0.01%
+7
1021
$1.43K ﹤0.01%
+314
1022
$1.43K ﹤0.01%
+100
1023
$1.41K ﹤0.01%
+7
1024
$1.37K ﹤0.01%
+404
1025
$1.35K ﹤0.01%
+127
39 40
41
42 43