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
1201
$1.24K ﹤0.01%
+16
1202
$1.23K ﹤0.01%
139
1203
$1.23K ﹤0.01%
+85
1204
$1.22K ﹤0.01%
7
1205
$1.14K ﹤0.01%
66
1206
$1.09K ﹤0.01%
7
1207
$1.08K ﹤0.01%
875
1208
$1.08K ﹤0.01%
+9
1209
$1.04K ﹤0.01%
+33
1210
$983 ﹤0.01%
10
1211
$941 ﹤0.01%
33
+1
1212
$927 ﹤0.01%
7
1213
$920 ﹤0.01%
23
1214
$903 ﹤0.01%
15
1215
$872 ﹤0.01%
12
1216
$846 ﹤0.01%
6
-1,046
1217
$844 ﹤0.01%
31
1218
$842 ﹤0.01%
211
1219
$827 ﹤0.01%
+16
1220
$823 ﹤0.01%
57
1221
$820 ﹤0.01%
23
+1
1222
$811 ﹤0.01%
36
1223
$800 ﹤0.01%
275
1224
$799 ﹤0.01%
+15
1225
$798 ﹤0.01%
9
47 48
49
50 51