SWP

Strategic Wealth Partners Portfolio holdings

AUM $1.27B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.08M
3
+$4.48M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.63M

Top Sells

1
+$8.75M
2
+$5.88M
3
+$5.06M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.92M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.7M

Sector Composition

1 Technology 12.71%
2 Healthcare 7.15%
3 Financials 5.49%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.23%
+10,952
102
$458K 0.23%
3,078
-459
103
$451K 0.23%
11,366
+225
104
$447K 0.23%
+14,834
105
$444K 0.22%
4,271
-2,524
106
$434K 0.22%
+5,434
107
$420K 0.21%
+7,316
108
$420K 0.21%
13,666
-17,098
109
$419K 0.21%
2,533
-43
110
$393K 0.2%
8,539
-1,534
111
$393K 0.2%
7,779
-1,288
112
$390K 0.2%
+1,860
113
$381K 0.19%
3,524
+45
114
$381K 0.19%
34,956
+19,517
115
$379K 0.19%
1,491
-332
116
$365K 0.18%
+1,665
117
$361K 0.18%
13,050
-3,238
118
$342K 0.17%
12,495
-2,078
119
$339K 0.17%
+1,434
120
$324K 0.16%
7,501
-87
121
$321K 0.16%
569
+173
122
$318K 0.16%
4,996
-993
123
$316K 0.16%
6,226
-3,115
124
$310K 0.16%
5,650
-92,151
125
$297K 0.15%
612
+102
3 4
5
6 7