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
1126
$2.88K ﹤0.01%
49
-65
1127
$2.85K ﹤0.01%
195
1128
$2.85K ﹤0.01%
+65
1129
$2.83K ﹤0.01%
69
-186
1130
$2.82K ﹤0.01%
27
1131
$2.81K ﹤0.01%
+119
1132
$2.79K ﹤0.01%
+124
1133
$2.76K ﹤0.01%
202
1134
$2.7K ﹤0.01%
+106
1135
$2.64K ﹤0.01%
33
1136
$2.64K ﹤0.01%
57
1137
$2.62K ﹤0.01%
5
1138
$2.56K ﹤0.01%
+100
1139
$2.55K ﹤0.01%
65
-583
1140
$2.55K ﹤0.01%
59
-4,000
1141
$2.54K ﹤0.01%
21
1142
$2.53K ﹤0.01%
19
1143
$2.52K ﹤0.01%
28
1144
$2.51K ﹤0.01%
40
1145
$2.51K ﹤0.01%
+168
1146
$2.5K ﹤0.01%
20
1147
$2.49K ﹤0.01%
333
1148
$2.47K ﹤0.01%
13
1149
$2.46K ﹤0.01%
+65
1150
$2.41K ﹤0.01%
40
44 45
46
47 48