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
1176
$1.69K ﹤0.01%
315
1177
$1.68K ﹤0.01%
50
1178
$1.66K ﹤0.01%
77
1179
$1.65K ﹤0.01%
+19
1180
$1.65K ﹤0.01%
+32
1181
$1.64K ﹤0.01%
+34
1182
$1.63K ﹤0.01%
+68
1183
$1.62K ﹤0.01%
+12
1184
$1.55K ﹤0.01%
174
1185
$1.55K ﹤0.01%
+62
1186
$1.49K ﹤0.01%
11
-1,095
1187
$1.47K ﹤0.01%
127
1188
$1.46K ﹤0.01%
12
1189
$1.44K ﹤0.01%
100
1190
$1.41K ﹤0.01%
+28
1191
$1.35K ﹤0.01%
+26
1192
$1.35K ﹤0.01%
44
1193
$1.34K ﹤0.01%
+30
1194
$1.34K ﹤0.01%
100
1195
$1.33K ﹤0.01%
+7
1196
$1.32K ﹤0.01%
+30
1197
$1.32K ﹤0.01%
22
1198
$1.3K ﹤0.01%
404
1199
$1.29K ﹤0.01%
28
1200
$1.25K ﹤0.01%
17
46 47
48
49 50