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
1051
$4.61K ﹤0.01%
23
1052
$4.6K ﹤0.01%
73
1053
$4.58K ﹤0.01%
83
1054
$4.58K ﹤0.01%
+175
1055
$4.57K ﹤0.01%
123
1056
$4.51K ﹤0.01%
285
1057
$4.51K ﹤0.01%
55
1058
$4.47K ﹤0.01%
492
1059
$4.41K ﹤0.01%
44
1060
$4.38K ﹤0.01%
+63
1061
$4.38K ﹤0.01%
34
1062
$4.36K ﹤0.01%
152
+1
1063
$4.29K ﹤0.01%
166
-191
1064
$4.21K ﹤0.01%
+27
1065
$4.2K ﹤0.01%
3,500
-4,000
1066
$4.19K ﹤0.01%
50
1067
$4.16K ﹤0.01%
30
1068
$4.13K ﹤0.01%
594
-1,757
1069
$4.06K ﹤0.01%
813
1070
$4.05K ﹤0.01%
178
1071
$4.04K ﹤0.01%
20
1072
$3.98K ﹤0.01%
+34
1073
$3.98K ﹤0.01%
36
1074
$3.94K ﹤0.01%
216
1075
$3.88K ﹤0.01%
+42
41 42
43
44 45