SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
-10.25%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$463M
AUM Growth
+$463M
(-9.6%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
25.7%
Holding
290
New
38
Increased
87
Reduced
114
Closed
45
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$5.75M |
| 2 |
KraneShares CSI China Internet ETF
KWEB
|
$5.03M |
| 3 |
Oracle
ORCL
|
$4M |
| 4 |
Amazon
AMZN
|
$3.85M |
| 5 |
AB InBev
BUD
|
$3.56M |
Top Sells
| 1 |
PPL Corp
PPL
|
$4.85M |
| 2 |
iShares Residential and Multisector Real Estate ETF
REZ
|
$4.73M |
| 3 |
Bristol-Myers Squibb
BMY
|
$4.5M |
| 4 |
Lockheed Martin
LMT
|
$3.07M |
| 5 |
FedEx
FDX
|
$2.69M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Healthcare | 12.49% |
| 3 | Consumer Staples | 8.68% |
| 4 | Financials | 5.41% |
| 5 | Industrials | 5.06% |
