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
201
$539K 0.04%
+5,000
202
$529K 0.04%
+10,817
203
$525K 0.04%
+2,185
204
$525K 0.04%
+10,000
205
$521K 0.04%
+4,363
206
$519K 0.04%
+20,335
207
$515K 0.04%
+2,672
208
$512K 0.04%
+37,489
209
$510K 0.04%
+26,470
210
$506K 0.04%
+1,093
211
$492K 0.04%
+14,684
212
$491K 0.04%
+3,958
213
$488K 0.04%
+6,170
214
$486K 0.04%
+4,878
215
$485K 0.04%
+3,108
216
$475K 0.04%
+9,927
217
$473K 0.04%
+7,887
218
$470K 0.04%
+5,658
219
$467K 0.04%
+1,359
220
$455K 0.04%
+14,747
221
$443K 0.03%
+2,508
222
$442K 0.03%
+6,550
223
$441K 0.03%
+14,383
224
$437K 0.03%
+6,006
225
$436K 0.03%
+9,097
7 8
9
10 11