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
1251
$479 ﹤0.01%
6
1252
$469 ﹤0.01%
+10
1253
$458 ﹤0.01%
+20
1254
$443 ﹤0.01%
4
1255
$426 ﹤0.01%
20
1256
$383 ﹤0.01%
+8
1257
$362 ﹤0.01%
7
1258
$345 ﹤0.01%
21
1259
$313 ﹤0.01%
69
1260
$286 ﹤0.01%
20
1261
$276 ﹤0.01%
+10
1262
$273 ﹤0.01%
+66
1263
$268 ﹤0.01%
+12
1264
$264 ﹤0.01%
+6
1265
$258 ﹤0.01%
+30
1266
$252 ﹤0.01%
+2
1267
$235 ﹤0.01%
18
1268
$228 ﹤0.01%
14
1269
$224 ﹤0.01%
2
1270
$211 ﹤0.01%
25
1271
$182 ﹤0.01%
+1
1272
$176 ﹤0.01%
+4
1273
$175 ﹤0.01%
13
1274
$164 ﹤0.01%
34
1275
$138 ﹤0.01%
1
49 50
51
52 53