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
1051
$847 ﹤0.01%
+12
1052
$810 ﹤0.01%
+36
1053
$808 ﹤0.01%
+14
1054
$800 ﹤0.01%
+13
1055
$762 ﹤0.01%
+22
1056
$762 ﹤0.01%
+20
1057
$755 ﹤0.01%
+211
1058
$745 ﹤0.01%
+4
1059
$738 ﹤0.01%
+31
1060
$723 ﹤0.01%
+66
1061
$718 ﹤0.01%
+9
1062
$715 ﹤0.01%
+40
1063
$694 ﹤0.01%
+64
1064
$672 ﹤0.01%
+7
1065
$670 ﹤0.01%
+57
1066
$664 ﹤0.01%
+27
1067
$658 ﹤0.01%
+4
1068
$647 ﹤0.01%
+10
1069
$625 ﹤0.01%
+169
1070
$622 ﹤0.01%
+11
1071
$617 ﹤0.01%
+40
1072
$587 ﹤0.01%
+2
1073
$579 ﹤0.01%
+6
1074
$574 ﹤0.01%
+21
1075
$553 ﹤0.01%
+100
41 42
43
44 45