SWPG

Strategic Wealth Partners Group Portfolio holdings

AUM $906M
1-Year Est. Return 23.4%
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$3.71M
3
+$1.65M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.59M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.39M

Top Sells

1
+$1.97M
2
+$664K
3
+$425K
4
OEF icon
iShares S&P 100 ETF
OEF
+$32.8K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.33K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$490K 0.23%
+4,396
27
$435K 0.21%
9,736
28
$375K 0.18%
11,340
+465
29
$348K 0.16%
1,548
30
$256K 0.12%
+1,923
31
$214K 0.1%
+2,651
32
$211K 0.1%
+2,166
1
2