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
151
$1.08M 0.09%
+11,304
152
$1.07M 0.08%
+20,262
153
$1.06M 0.08%
+24,536
154
$1.02M 0.08%
+37,677
155
$994K 0.08%
+1,938
156
$989K 0.08%
+13,542
157
$987K 0.08%
+68,849
158
$976K 0.08%
+2,785
159
$972K 0.08%
+22,807
160
$961K 0.08%
+3,120
161
$939K 0.07%
+3,935
162
$926K 0.07%
+6,810
163
$916K 0.07%
+5,751
164
$912K 0.07%
+1,605
165
$896K 0.07%
+5,864
166
$889K 0.07%
+8,132
167
$874K 0.07%
+575
168
$862K 0.07%
+3,724
169
$834K 0.07%
+2,605
170
$797K 0.06%
+9,623
171
$778K 0.06%
+8,491
172
$767K 0.06%
+7,880
173
$757K 0.06%
+2,540
174
$745K 0.06%
+1,315
175
$741K 0.06%
+11,099
5 6
7
8 9