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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
$251M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.95M
3
+$1.28M
4
GLD icon
SPDR Gold Trust
GLD
+$1.2M
5
TPB icon
Turning Point Brands
TPB
+$1.06M

Top Sells

1
+$4.07M
2
+$1.75M
3
+$961K
4
ABT icon
Abbott
ABT
+$938K
5
PG icon
Procter & Gamble
PG
+$917K

Sector Composition

1 Technology 14.27%
2 Healthcare 7.14%
3 Financials 6.65%
4 Consumer Discretionary 4.65%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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203
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-11,745
204
– –
-5,426
205
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-3,108
206
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-10,672
207
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-11,474
208
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-774
209
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-18,572
210
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-7,408
211
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-1,631
212
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214
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215
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-3,108
216
– –
-8,247
5 6 7 8
9