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
$192M
AUM Growth
-$242K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$4.72M
2 +$1.72M
3 +$1.62M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$972K
5
AMZN icon
Amazon
AMZN
+$845K

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.37%
2 Financials 6.69%
3 Healthcare 6.51%
4 Industrials 3.75%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$241K 0.13%
7,189
127
$237K 0.12%
1,606
128
$216K 0.11%
3,770
129
$215K 0.11%
625
130
$205K 0.11%
699
131
$204K 0.11%
1,032
132
$200K 0.1%
1,132
133
$200K 0.1%
1,876