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
$198M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.08M
3
+$4.48M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.63M

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
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