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
$238M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.27%
2 Healthcare 7.53%
3 Financials 5.98%
4 Consumer Staples 4.75%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,860
177
-7,890
178
-7,316
179
-1,556
180
-68,477