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
1076
$3.85K ﹤0.01%
+100
1077
$3.84K ﹤0.01%
23
1078
$3.81K ﹤0.01%
8
1079
$3.79K ﹤0.01%
162
1080
$3.78K ﹤0.01%
+12
1081
$3.74K ﹤0.01%
23
1082
$3.74K ﹤0.01%
200
1083
$3.72K ﹤0.01%
+25
1084
$3.72K ﹤0.01%
+151
1085
$3.68K ﹤0.01%
54
1086
$3.64K ﹤0.01%
+79
1087
$3.58K ﹤0.01%
100
1088
$3.57K ﹤0.01%
70
1089
$3.55K ﹤0.01%
250
1090
$3.54K ﹤0.01%
21
1091
$3.52K ﹤0.01%
157
1092
$3.5K ﹤0.01%
144
1093
$3.5K ﹤0.01%
52
1094
$3.5K ﹤0.01%
368
1095
$3.45K ﹤0.01%
64
1096
$3.45K ﹤0.01%
167
1097
$3.44K ﹤0.01%
61
1098
$3.44K ﹤0.01%
69
1099
$3.42K ﹤0.01%
122
1100
$3.41K ﹤0.01%
314
-15,350
42 43
44
45 46