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
126
$1.33M 0.1%
+21,357
127
$1.33M 0.1%
+17,288
128
$1.3M 0.1%
+17,603
129
$1.3M 0.1%
+9,147
130
$1.29M 0.1%
+10,172
131
$1.28M 0.1%
+4,802
132
$1.26M 0.1%
+18,704
133
$1.24M 0.1%
+2,321
134
$1.24M 0.1%
+6,050
135
$1.23M 0.1%
+6,790
136
$1.23M 0.1%
+3,626
137
$1.22M 0.1%
+12,337
138
$1.21M 0.1%
+12,023
139
$1.2M 0.09%
+6,941
140
$1.2M 0.09%
+2,202
141
$1.19M 0.09%
+17,155
142
$1.18M 0.09%
+27,839
143
$1.16M 0.09%
+18,396
144
$1.16M 0.09%
+52,858
145
$1.14M 0.09%
+2,074
146
$1.13M 0.09%
+12,301
147
$1.11M 0.09%
+2,186
148
$1.1M 0.09%
+1,959
149
$1.1M 0.09%
+3,715
150
$1.08M 0.09%
+3,788
4 5
6
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