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
$1.27B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$46.3M
3
+$36.8M
4
AAPL icon
Apple
AAPL
+$33.6M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$31.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.43%
2 Financials 10.06%
3 Healthcare 6.61%
4 Industrials 5.4%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.06M 0.16%
+33,859
102
$2.04M 0.16%
+8,931
103
$2.03M 0.16%
+6,401
104
$2.01M 0.16%
+39,575
105
$1.97M 0.16%
+21,871
106
$1.95M 0.15%
+8,168
107
$1.87M 0.15%
+43,876
108
$1.8M 0.14%
+60,676
109
$1.79M 0.14%
+50,006
110
$1.78M 0.14%
+12,577
111
$1.78M 0.14%
+13,327
112
$1.77M 0.14%
+68,950
113
$1.72M 0.14%
+18,046
114
$1.68M 0.13%
+8,651
115
$1.65M 0.13%
+5,280
116
$1.64M 0.13%
+4,219
117
$1.57M 0.12%
+28,436
118
$1.56M 0.12%
+18,276
119
$1.56M 0.12%
+2,965
120
$1.47M 0.12%
+17,561
121
$1.4M 0.11%
+8,384
122
$1.4M 0.11%
+9,753
123
$1.35M 0.11%
+6,138
124
$1.35M 0.11%
+12,657
125
$1.34M 0.11%
+87,336
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5
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