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
1076
$518 ﹤0.01%
+25
1077
$498 ﹤0.01%
+275
1078
$492 ﹤0.01%
+300
1079
$488 ﹤0.01%
+250
1080
$483 ﹤0.01%
+2
1081
$451 ﹤0.01%
+311
1082
$440 ﹤0.01%
+21
1083
$436 ﹤0.01%
+519
1084
$417 ﹤0.01%
+4
1085
$398 ﹤0.01%
+69
1086
$396 ﹤0.01%
+6
1087
$384 ﹤0.01%
+6
1088
$379 ﹤0.01%
+21
1089
$361 ﹤0.01%
+7
1090
$336 ﹤0.01%
+50
1091
$326 ﹤0.01%
+66
1092
$325 ﹤0.01%
+4
1093
$308 ﹤0.01%
+3
1094
$275 ﹤0.01%
+18
1095
$246 ﹤0.01%
+20
1096
$242 ﹤0.01%
+14
1097
$220 ﹤0.01%
+3
1098
$207 ﹤0.01%
+13
1099
$201 ﹤0.01%
+25
1100
$186 ﹤0.01%
+2
42 43
44
45 46