SWP
Strategic Wealth Partners Portfolio holdings
AUM
$1.27B
This Quarter Return
+3.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+5.1%)
Cap. Flow
+$7.07M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
34.99%
Holding
220
New
42
Increased
62
Reduced
69
Closed
32
Top Buys
| 1 |
iShares US Home Construction ETF
ITB
|
$3.14M |
| 2 |
Citigroup
C
|
$2.12M |
| 3 |
Schneider National
SNDR
|
$1.37M |
| 4 |
SPDR Gold Trust
GLD
|
$1.14M |
| 5 |
Turning Point Brands
TPB
|
$1.11M |
Top Sells
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$4.07M |
| 2 |
Leidos
LDOS
|
$1.75M |
| 3 |
L3Harris
LHX
|
$1.04M |
| 4 |
Procter & Gamble
PG
|
$951K |
| 5 |
Abbott
ABT
|
$949K |
Sector Composition
| 1 | Technology | 14.27% |
| 2 | Healthcare | 7.14% |
| 3 | Financials | 6.42% |
| 4 | Consumer Discretionary | 4.87% |
| 5 | Industrials | 4.54% |
