We are live on ! Find out more
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
$192M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.2M
3
+$810K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$717K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$611K

Top Sells

1
+$2.02M
2
+$1.41M
3
+$1.12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
MBB icon
iShares MBS ETF
MBB
+$1.1M

Sector Composition

1 Technology 5.9%
2 Healthcare 5.15%
3 Financials 5.13%
4 Industrials 3.36%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-100
202
– –
-100
203
– –
-359
204
– –
-111
205
– –
-6,759
206
– –
-1,102
207
– –
-17
208
– –
-187
209
– –
-816
210
– –
-2,148
211
– –
-121
212
– –
-1,065
213
– –
-192
214
– –
-452
215
– –
-234
216
– –
-286
217
– –
-322
218
– –
-11,208
219
– –
-145
220
– –
-1,282
221
– –
-569
222
– –
-750
223
– –
-40
224
– –
-481
225
– –
-363
7 8
9
10 11