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
176
$727K 0.06%
+5,159
177
$706K 0.06%
+17,430
178
$698K 0.05%
+6,929
179
$696K 0.05%
+1,717
180
$695K 0.05%
+21,200
181
$677K 0.05%
+2,925
182
$666K 0.05%
+909
183
$660K 0.05%
+3,400
184
$653K 0.05%
+1,282
185
$652K 0.05%
+1,851
186
$640K 0.05%
+13,524
187
$636K 0.05%
+5,988
188
$620K 0.05%
+12,318
189
$619K 0.05%
+21,381
190
$590K 0.05%
+1,940
191
$583K 0.05%
+1,997
192
$576K 0.05%
+11,061
193
$574K 0.05%
+3,332
194
$572K 0.05%
+2,579
195
$569K 0.04%
+6,710
196
$567K 0.04%
+10,736
197
$547K 0.04%
+6,882
198
$546K 0.04%
+5,804
199
$543K 0.04%
+1,873
200
$540K 0.04%
+2,470
6 7
8
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