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
1026
$1.35K ﹤0.01%
+100
1027
$1.33K ﹤0.01%
+17
1028
$1.32K ﹤0.01%
+22
1029
$1.31K ﹤0.01%
+44
1030
$1.29K ﹤0.01%
+100
1031
$1.27K ﹤0.01%
+24
1032
$1.25K ﹤0.01%
+28
1033
$1.25K ﹤0.01%
+17
1034
$1.24K ﹤0.01%
+139
1035
$1.23K ﹤0.01%
+975
1036
$1.21K ﹤0.01%
+12
1037
$1.2K ﹤0.01%
+7
1038
$1.14K ﹤0.01%
+48
1039
$1.13K ﹤0.01%
+14
1040
$1.1K ﹤0.01%
+45
1041
$1.09K ﹤0.01%
+174
1042
$1.06K ﹤0.01%
+75
1043
$998 ﹤0.01%
+875
1044
$993 ﹤0.01%
+25
1045
$978 ﹤0.01%
+78
1046
$951 ﹤0.01%
+10
1047
$882 ﹤0.01%
+32
1048
$880 ﹤0.01%
+23
1049
$877 ﹤0.01%
+27
1050
$865 ﹤0.01%
+15
40 41
42
43 44