SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
+7.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(+2.2%)
Cap. Flow
-$2.13M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
39.62%
Holding
168
New
35
Increased
39
Reduced
76
Closed
16
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 12.71% |
| 2 | Healthcare | 7.15% |
| 3 | Financials | 5.49% |
| 4 | Consumer Staples | 5.17% |
| 5 | Consumer Discretionary | 4.12% |
