SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.34B
This Quarter Est. Return
1 Year Est. Return
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 +$12.8M
2 +$9.18M
3 +$7.31M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$7M
5
AXP icon
American Express
AXP
+$6.5M

Top Sells

1 +$13.3M
2 +$11.1M
3 +$9.17M
4
ORCL icon
Oracle
ORCL
+$8.83M
5
V icon
Visa
V
+$6.94M

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
AQN icon
1176
Algonquin Power & Utilities
AQN
$4.54B
$1.69K ﹤0.01%
315
IDHQ icon
1177
Invesco S&P International Developed Quality ETF
IDHQ
$537M
$1.68K ﹤0.01%
50
PCY icon
1178
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.31B
$1.66K ﹤0.01%
77
HYGH icon
1179
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$443M
$1.65K ﹤0.01%
+19
TFLR icon
1180
T. Rowe Price Floating Rate ETF
TFLR
$425M
$1.65K ﹤0.01%
+32
JBBB icon
1181
Janus Henderson B-BBB CLO ETF
JBBB
$1.24B
$1.64K ﹤0.01%
+34
FLBL icon
1182
Franklin Senior Loan ETF
FLBL
$991M
$1.63K ﹤0.01%
+68
TOK icon
1183
iShares MSCI Kokusai Fund
TOK
$228M
$1.62K ﹤0.01%
+12
BBBY
1184
Bed Bath & Beyond
BBBY
$454M
$1.55K ﹤0.01%
174
HYMB icon
1185
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.82B
$1.55K ﹤0.01%
+62
NLR icon
1186
VanEck Uranium + Nuclear Energy ETF
NLR
$3.69B
$1.49K ﹤0.01%
11
-1,095
VOD icon
1187
Vodafone
VOD
$29.9B
$1.47K ﹤0.01%
127
SCCO icon
1188
Southern Copper
SCCO
$114B
$1.46K ﹤0.01%
12
BMEZ icon
1189
BlackRock Health Sciences Trust II
BMEZ
$965M
$1.44K ﹤0.01%
100
HEDJ icon
1190
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$1.41K ﹤0.01%
+28
IAGG icon
1191
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$1.35K ﹤0.01%
+26
NWSA icon
1192
News Corp Class A
NWSA
$14.3B
$1.35K ﹤0.01%
44
DIVO icon
1193
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.62B
$1.34K ﹤0.01%
+30
ASAN icon
1194
Asana
ASAN
$3.41B
$1.34K ﹤0.01%
100
IQV icon
1195
IQVIA
IQV
$38.7B
$1.33K ﹤0.01%
+7
EXLS icon
1196
EXL Service
EXLS
$6.38B
$1.32K ﹤0.01%
+30
VGIT icon
1197
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$1.32K ﹤0.01%
22
CYH icon
1198
Community Health Systems
CYH
$495M
$1.3K ﹤0.01%
404
FVD icon
1199
First Trust Value Line Dividend Fund
FVD
$8.49B
$1.29K ﹤0.01%
28
WOOD icon
1200
iShares Global Timber & Forestry ETF
WOOD
$228M
$1.25K ﹤0.01%
17