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
$218M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$3.55M
3 +$3.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.8M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.42M

Sector Composition

1 Financials 7.21%
2 Technology 6.22%
3 Healthcare 6.15%
4 Industrials 5.64%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$73K 0.03%
955
202
$69K 0.03%
1,016
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203
$66K 0.03%
1,000
204
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205
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1,263
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207
$62K 0.03%
170
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208
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+1,000
209
$60K 0.03%
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210
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152
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211
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212
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126
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222
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330
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223
$53K 0.02%
1,214
224
$52K 0.02%
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225
$51K 0.02%
1,200