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
1101
$181 ﹤0.01%
+13
1102
$176 ﹤0.01%
+34
1103
$129 ﹤0.01%
+1
1104
$99 ﹤0.01%
+3
1105
$97 ﹤0.01%
+10
1106
$91 ﹤0.01%
+2
1107
$89 ﹤0.01%
+97
1108
$87 ﹤0.01%
+71
1109
$68 ﹤0.01%
+4
1110
$68 ﹤0.01%
+3
1111
$65 ﹤0.01%
+3
1112
$63 ﹤0.01%
+3
1113
$59 ﹤0.01%
+29
1114
$50 ﹤0.01%
+1
1115
$47 ﹤0.01%
+35
1116
$46 ﹤0.01%
+3
1117
$45 ﹤0.01%
+183
1118
$44 ﹤0.01%
+3
1119
$39 ﹤0.01%
+2
1120
$36 ﹤0.01%
+1
1121
– –
0
1122
– –
0
1123
$29 ﹤0.01%
+1
1124
$28 ﹤0.01%
+1
1125
– –
0
43 44
45
46 47