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
1276
$126 ﹤0.01%
+10
1277
$96 ﹤0.01%
97
1278
$93 ﹤0.01%
64
-7
1279
$77 ﹤0.01%
3
1280
$74 ﹤0.01%
3
1281
$72 ﹤0.01%
4
1282
$68 ﹤0.01%
29
1283
$66 ﹤0.01%
3
1284
$66 ﹤0.01%
3
1285
$60 ﹤0.01%
1
-12
1286
$60 ﹤0.01%
183
1287
$53 ﹤0.01%
5
-5
1288
$46 ﹤0.01%
1
1289
$43 ﹤0.01%
1
-160
1290
$41 ﹤0.01%
3
1291
$38 ﹤0.01%
+6
1292
$38 ﹤0.01%
1
1293
$38 ﹤0.01%
2
1294
$37 ﹤0.01%
2
1295
$32 ﹤0.01%
4
1296
$27 ﹤0.01%
4
1297
$24 ﹤0.01%
1
1298
$23 ﹤0.01%
1
1299
$20 ﹤0.01%
1
1300
$20 ﹤0.01%
1
50 51
52
53 54