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
1151
$2.37K ﹤0.01%
+48
1152
$2.36K ﹤0.01%
46
1153
$2.34K ﹤0.01%
9
1154
$2.34K ﹤0.01%
32
1155
$2.33K ﹤0.01%
+30
1156
$2.13K ﹤0.01%
35
1157
$2.1K ﹤0.01%
20
1158
$2.09K ﹤0.01%
48
+23
1159
$2.09K ﹤0.01%
31
1160
$2.07K ﹤0.01%
275
1161
$2.04K ﹤0.01%
23
1162
$2.03K ﹤0.01%
290
1163
$1.95K ﹤0.01%
75
-3,372
1164
$1.93K ﹤0.01%
52
1165
$1.89K ﹤0.01%
+100
1166
$1.86K ﹤0.01%
100
1167
$1.85K ﹤0.01%
26
1168
$1.84K ﹤0.01%
24
1169
$1.83K ﹤0.01%
105
1170
$1.83K ﹤0.01%
314
1171
$1.82K ﹤0.01%
+167
1172
$1.79K ﹤0.01%
50
1173
$1.78K ﹤0.01%
29
-179
1174
$1.77K ﹤0.01%
+40
1175
$1.71K ﹤0.01%
+46
45 46
47
48 49