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
$194M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$6.61M
3
+$5.38M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.85M

Top Sells

1
+$9.44M
2
+$5.14M
3
+$4.27M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.69M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.52M

Sector Composition

1 Technology 12.71%
2 Healthcare 7.36%
3 Financials 5.34%
4 Consumer Staples 3.77%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
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