We are live on ! Find out more
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
$198M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.14M
3
+$4.48M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.52M

Top Sells

1
+$8.75M
2
+$5.88M
3
+$5.06M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.92M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.7M

Sector Composition

1 Technology 12.71%
2 Healthcare 7.15%
3 Financials 5.49%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,348
152
– –
-2,917
153
– –
-23,348
154
– –
-4,148
155
– –
-19,056
156
– –
-15,600
157
– –
-37,588
158
– –
-30,385
159
– –
-8,878
160
– –
-34,770
161
– –
-56,384
162
– –
-1,976
163
– –
-43,570
164
– –
-10,063
165
– –
-7,944
3 4 5 6
7